Financial Planning

We begin the financial planning process by identifying our client’s specific needs and goals. We then assemble a team of legal, investment, and insurance professionals to custom tailor a plan of action to achieve those needs and goals. We provide independent professional expertise which allows for unbiased recommendations and analysis of alternative courses of action.

We serve as our clients’ trusted advisors throughout the long-term, multi-generational financial planning process. Whether our clients need to fund the education of a young child, ensure the fulfillment their retirement dreams or ensure the proper administration of their estates to see their plans for their heirs fulfilled, our trained professionals help guide our clients every step of the way.

Our financial planning services include:

  • Retirement planning
  • Estate planning and administration
  • General investment strategies

We have experienced, professional CPA’s and Financial Planners available at our Long Island & New York City accounting offices for any financial planning questions you may have.