Broker Check

Company Name - City, State


Main Office:

6900 Jericho Turnpike, Suite 101E, Syosset, NY 11791


Fee-Based Financial Planning

  • Pure unbiased advice using a detailed and comprehensive process.
  • You, as a client, end up knowing where you stand with defined goals and step by step strategies to help achieve your goals.
  • You end up organized in all aspects of your financial life.
  • We provide written strategies that provide flexibility and options.
  • Areas of planning covered: cash flow and balance sheet analysis, retirement planning and analysis, investment planning and review, insurance analysis and review (life insurance, disability income, long term care), business succession planning, executive compensation, business owner planning, and estate planning.