Shine a Light
on Your Future

Every Great CEO Needs
a Great CFO

And that’s where we come in. For the past decade we’ve been serving clients in New York and around the country; understanding their needs and wants, while simultaneously helping to manage their financial trajectory towards their aspirations. So regardless of your lifestyle, stage in life or future goals, we help collaborate and develop specific strategies, customizing our team approach around you – aspiring to be your personal CFO. And that’s really just the beginning.

Tailored Financial Services
to Fulfill Your Needs and Fit Your Goals

Tailored Financial Services
to Fulfill Your Needs and Fit Your Goals

Every Great CEO Needs
a Great CFO

And that’s where we come in. For the past decade we’ve been serving clients in New York and around the country; understanding their needs and wants, while simultaneously managing their financial trajectory towards their aspirations.So regardless of your lifestyle, stage in life or future goals, we collaborate and develop specific strategies, customizing our team approach around you – acting as your personal CFO.And that’s really just the beginning.
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Your Life is Complex. We’re Here to Help Simplify it with Financial Planning!

Our financial planning services are designed to bring all of your needs under one roof. We’ve developed a hand-picked team within an open architecture to create a holistic financial process to best serve you in every key area of your financial world.

Wealth Management

Financial Planning

Insurance Solutions

Piecing Together Your Financial Puzzle

How do we do it?
Purpose | Planning | Protection

It all starts with understanding your needs by taking into account an endless array of variables in your short and long-term horizons to help piece together your complete picture through six steps.

Welcome to Our Client Engagement Model

Discovery Meeting

• Understand your unique financial goals and objectives

Gather Data

• Ask questions
• Define priorities

Analyze & Develop Plan

• Evaluate current situation
•Develop solutions

Propose Strategies

• Present & discuss recommendations

Implementation

• Effectuate Solutions
• Review impact
Note: Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may result in additional fees.

Track Ongoing Progress

• Monitor & adjust
• Periodic review

Let Us Know How We Can Help Today

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