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Our Services

Financial Planning

We deliver to our clients’ real help fast, building their financial confidence and peace of mind.

The outcome of financial planning must deliver real help fast and adapt to the changing environment. The traditional 25-page financial planning report format of - analysis, diagnosis and recommendations does not get us there. Planning needs to recognize that the situation can be messy and there is not one problem to solve only a set of concerns that may be all over the map.

We believe in simplifying your financial life, making what can sometimes be confusing, clear, so you can make better decisions and see immediate and long-term progress.

We use a tool that helps you visualize and organizes your financial life on one page. With an intuitive mind map-like diagramming, you can understand and see your financial picture like never before and make informed decisions about your financial future. We call this your Asset-Map.

View a sample Asset Map
request your personalized asset map
Watch this video to see the Asset Map in action

It is more than just a picture of your current financial life because as we create your financial picture, we also gather important financial planning data so we can create a pathway to your financial goals, by answering three questions:

    1. What do you have?

    2. What do you want? and

    3. What does this mean?

Our financial planning approach creates for our clients - clarity and confidence, a sense of control and peace of mind, purpose and direction.

Along with the quantitative outcome of- cash flow needs, debt management, adequate retirement savings, a better investment Experience, adequate risk protection, a legacy plan, adequate college funding, and adequate reserves.

See the Asset Map in Action
request your personalized asset map
Schedule A Discovery Call
meet your advisor

Get Your FREE Asset Map

View a sample Asset Map

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We offer a complimentary "Get Acquainted" meeting to learn more about your financial planning needs and share information on our firm to see if our services are right for you.
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Contact

  • Phone:
    (516) 695-1610
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Clients

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