Broker Check

Company Name - City, State

 

Main Office:

1359 Broadway, Suite 820, New York, NY 10018

212-776-1860

We Work With Our Clients In Two Distinct Ways

COMPREHENSIVE, FEE-BASED FINANCIAL PLANNING

  • Review Current Situation
  • Determine Short, Intermediate, and Long-term Goals
  • Written Strategy to Help Meet Those Goals
  • Option to Implement Recommendations
  • Single-area Focused Plans Also Available

DOMINANT NEEDS APPROACH

  • Focus on One or Two Main Areas
  • Discuss Current Situation and Goals Informally
  • Formulate Recommendations
  • Compensated By Financial Institutions Used to Implement Recommendations