Our Approach

As a father and son team we have over 80 years (Michael has 23 and Sid has 59) of combined experience in the financial services industry. Michael’s qualifications include a CPA, Personal Financial Specialist™, CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Divorce Financial Analyst™ practitioner.

This background can help create a foundation for the review of the many complex tax and financial situations that our clients are faced with each day. Having received the Certified Divorce Financial Analyst™ designation from the Institute for Divorce Financial Analysts, Michael has specialized training that enables him to analyze the long-term financial and tax impact of a divorce. This analysis can help clients understand which assets to fight for and which to avoid. Michael has helped pre-divorced clients with critical decisions concerning personal vs. marital property, spousal and child support, and valuing and dividing property.

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Media Source

As a former board member of the Financial Planning Association (FPA) of New York City, I have had several featured articles published in the national publication, “On Wall Street” and a current contributing writer fort he Financial Planning Association that is a media source for several national news outlets including the Wall Street Journal, CNBC and others.

34
Years of Experience ?

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Features

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)