Whatever the scope of our relationship, we take all of our clients through the same process to create thoughtful personalized financial strategies. We begin with a deep dive into your personal goals, financial needs, and any existing financial strategies you have in place. After an in-depth analysis, we make recommendations that will suit your unique situation and adjust your strategy as your life evolves.
We serve individuals and families in all areas of financial management, including (but not limited to):
Are you currently saving for retirement? Is it enough? We will help you to determine what you need to retire with security and comfort. The first step is to analyze what you have, what you're saving, and how it's projected to grow. We will help you to evaluate different financial strategies and make recommendations based on what will meet your individual goals.
We will work with your tax and legal team to coordinate a multi-generational plan for your assets. At their core, our approach make sure your family is taken care of, easing any tax liability^ and promoting a smooth transition based on your specific wishes. For the philanthropically minded, numerous charitable giving strategies exist, and we can help you design and execute a charitable giving strategy that is in alignment with your personal and philanthropic goals.
You've worked hard for what you have. Let us help you keep it safe. Our job is to evaluate how well your income and savings are protected from unforeseen liabilities such as disability, medical costs, extended care, and death. We will analyze any current insurance products in place and determine their effectiveness. We will recommend additional options only in the event that your plan needs to be refined or supplemented.
Whether you need growth or income or something in between, we work closely with you to understand what your long-term goals are for your savings. We evaluate your risk tolerance and time horizon, recommend an appropriately diverse portfolio, and consistently monitor your investments. Over time, we recommend appropriate changes based on your evolving needs. We are not directly affiliated with an investment management firm, thereby allowing our Financial Advisors* to conduct advisory practices that are independent and free from the pressures of recommending proprietary investment vehicles.
^Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.