FAQ: Our Practices, Services/Clients
FAQ: Our Practices, Services/Clients
Want more information? Read our responses to some of the most frequent questions that we are asked by prospective clients.
FAQ – Our Practices
Q: Why don’t more advisors practice full transparency??
You may not buy what they are selling if you have all of the facts.
Q: Is it legal to withhold information from investors?
Yes, advisors do not have mandatory disclosure requirements.
Q: What type of advisor withholds the most information?
Weak advisors withhold the most information because they have a lot to hide.
Q: Why do salespeople claim to be financial advisors?
It reduces your sales resistance and makes them more competitive against Investment Advisors.
Q: Why should I require documentation?
Documentation protects your financial interests. You have a written record of what was communicated to you.
Q: What happens if I do not have a written record?
You will lose if there is a future dispute. It is your word against the advisor.
FAQ – Services/Clients
Q: What are the principal services you provide your clients?
Our principal services are planning and investment. We provide additional services upon request.
Q: Why do you provide insurance advice and services?
We act as the financial quarterback for our clients. We provide multiple services so we can provide integrated solutions.
Q: Why do you provide tax and legal services?*
Some of our clients moved to Long Island from out-of-state. They need tax and legal advice that is based on New York regulations.
*Provided by affiliated professionals
Do you have a question or need help planning your financial future?
Call 631-546-5403 or