Our primary goal is helping you reach your goals. Your goals may be achieving a comfortable retirement, funding a college education, starting a business or increasing your current income. We can assist you by reviewing your current investments, insurance policies, pension or profit sharing plans and developing a strategy to get you where you want to be. We will then periodically re-examine your plan as conditions change, and modify your plan if necessary.
In addition, although no one likes to discuss their demise, developing an estate plan can help you protect your assets so that your loved ones or beneficiaries receive the maximum amount possible. Our firm can assist you by carefully planning and constantly monitoring the rapidly changing estate tax law.
To discuss your needs in more detail, please call our office at 718-205-1030 or e-mail us at firstname.lastname@example.org.