How we work

Planning for a confident retirement

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Planning for a confident retirement

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Charitable Giving
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies

Community participation

  • Financial Planning Assocation of the Greater Hudson Valley
  • Estate Planning Council of Westchester County
  • Carbini of Westchester
  • Fordham University Alumni Association, Westchester County

Working with us

Our initial meeting is an important first step. It's an opportunity to get to know us and share your needs, goals, and dreams. You're under no obligation; the meeting will be relaxed, informal, and informative.

What to bring

  • A list of thoughts, questions, or ideas you have regarding your current financial situation
  • Existing asset account statements, budget information regarding income and expenses including tax statements
  • Existing legal documents including wills, trusts, and health care proxies.

What to expect

  • Professional guidance in clarifying financial goals and priorities
  • If you decide to become a client, you will receive sound financial advice and risk-adjusted strategic investments recommendations tailored to your objectives
  • Going forward, you'll receive ongoing professional assessment and recommended tactical adjustments to align performance to desired objectives

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.