FINANCIAL PLANNING

Financial Planning + Investment Management
=Wealth Management

Vision + Purpose + Discipline
=Success

Financial Planning & Investment Management

For our clients with over $500,000 of investable assets we provide a comprehensive analysis and financial plan that includes portfolio management. Our fee for this wealth management service is tiered based on the amount of assets we manage.

      • Advisory Client (Gold Level): AUM is between $100,000-$500,000
      • Advisory Client (Platinum Level): AUM is between $500,001-$1,000,000
      • Wealth Management Clients: AUM is more than $1,000,000

Please see details here.

Financial Planning:

Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life.

      • Basic Plan
      • Comprehensive Financial Plan
      • Retirement Road Map
      • Asset Allocation/Portfolio Recommendation

Please see details here.

Brokerage Services

      • Wealth Accumulation Products
      • Retirement & Pension Planning Products
      • Risk Management (Insurance) Products

Please see details here.

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Find out how we can serve you! Call (718) 829-0134 or request a free consultation.

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WE MANAGE YOUR FINANCIAL LIFE, SO YOU DON’T HAVE TO.