Our Clients Have a Financial Strategy

You deserve a financial strategy that builds, maximizes, and protects your wealth. We can help.

We work with clients across various stages of life to add value outside of traditional financial services. We pinpoint the financial factors most important to your plan — from asset location to tax-efficient retirement distributions — and help you make decisions to gain clarity and confidence.

Serving clients nationwide from Long Island, New York.

Secure your future, today.

Retirees and Pre-retirees

Retirement income planning
Social Security maximization
Medicare enrollment
Roth conversions and tax-free assets
Required minimum distributions (RMDs)
Estate planning – will vs. trust

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Families and Couples

Investing for retirement
Homeownership planning
Tax planning and mapping
Education and childcare planning
Beneficiary designations
Custodial accounts

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Individuals and Recent Graduates

Budgeting and building credit
Career development and planning
Retirement plan enrollment
Student loan management
Introduction to investing
Understanding taxes

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Business Owners

Retirement plan design and implementation
Managing and reducing costs of your retirement plan
Financial statement preparation and review
Analysis of financial stability

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