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Our Financial Planning Services

We provide three primary types of financial services and guidance for our clients on Long Island. You can select one of our financial planning, risk and investment management services or multiple services to obtain a more integrated solution.

Our consultations and finance services include:

Financial Planning Services

  • College Plans

  • Estate Plans

  • Financial Plans

  • Retirement Plans

Investment Services

  • Asset Allocation

  • Investment Strategy

  • Manager Selection

  • Performance Analysis

  • Portfolio Re-Balancing

  • Risk Management

Risk Management & Income

  • Disability

  • Life Insurance

  • Life Time Income

  • Long Term Care

  • Viatical & Senior Settlements

Tax & Legal*

  • Estate Planning

  • Probate

  • Tax Preparation

  • Tax Strategy

  • Wills & Trusts

* Provided by affiliated professionals.

Do you have a question or need help planning your financial future?

Call 631-546-5403 or

Click here to schedule a complementary, no-obligation consultation

Why is this important? Integrated finance service solutions can save you time and money while producing superior results.   |  631-546-5403