1. How Do I Start Working With You?

Just contact us! We’ll schedule our complimentary, 60-minute consultation to learn more about you, your goals, and your financial situation. Every step of our process is clearly explained to you as you work with us, and you can also find an overview of what to expect here.

2. What Do You Charge?

Our fees are customized to your specific financial situation. We are fee-based advisors and have a few different options in regards to payment. We can work with you and charge a one-time fee, a monthly fee, or as a percentage of the assets we manage for you. For more in-depth descriptions, click here.

3. What Does It Mean To Be Independent?

As independent business owners, we are not a part of a corporate megabank or insurance company. We don’t have sales quotas to meet, and we’re not limited to a small list of proprietary or “preferred” products.

Our independence gives us the freedom to structure our business in a way that we believe best benefits our clients. It’s enabled us to develop our unique planning process and offer comprehensive planning solutions. For more information about why we chose independence, contact us.

4. What Role Do Your Strategic Partners Play?

We pride ourselves on the client-centric service experience we provide and our unique behavioral finance approach to financial planning. Our strategic partners give us an institutional approach to investment management, and allow us to spend more time with clients. Before being considered for a client’s portfolio, any prospective firm must pass a rigorous due diligence examination.

5. What Does a Financial Planner Do?

A financial planner uses a defined planning process to help people identify, articulate, and achieve their financial goals. They possess a detailed knowledge of financial planning tools and techniques to craft customized financial plans to meet client needs. The ideal financial planner will have the Certified Financial Planner™ certification.

6. What Is Wealth Management?

Wealth management is a comprehensive experience that generally includes investment management and financial planning services. Advisors who specialize in wealth management will often coordinate services among different subject matter experts, such as attorneys and accountants, to deliver a more holistic service.

7. Are You a Fiduciary?

Yes! We act as a fiduciary in all relationships, which means we act in the best interest of the client in every decision and recommendation we make.

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Financial Advisors in Woodbury, NY