Financial planning creates the roadmap to financial stability
Why would anyone hire a Financial Advisor?
"Americans with a financial advisor expect to retire two
years earlier according to Northwestern Mutual's Planning
& Progress Study"
Ready to Retire: 75% of those who work with an advisor say they will be financially prepared for retirement
versus 45% of people without an advisor
Free from Anxiety: 64% of Americans with an advisor say they feel financially secure; just 29% without an
advisor agree
Most Trusted: Financial advisors are Americans' most trusted source for financial advice – twice as trusted as
family members and 8x more trusted than "FinTok" social media influencers
Closing the Racial Wealth Gap: African Americans with an advisor expect to retire three years sooner, pay off
college debt five years earlier, and have almost 3x more retirement savings...
Phone: (631) 927-3319
Whenever we travel to unfamiliar places, what do we do? We make sure we have enough gas, enter the destination into our GPS and plan our route. Sometimes the GPS is helpful when heading to familiar places -- it can alert us to traffic or road closures and guide us on a faster path.
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The same goes for planning a vacation. We look ahead -- booking flights, seats, hotels, airport transfers, and excursions-- all to ensure a smooth trip.
That's exactly what a financial plan does. It identifies where we are today and charts a path to our desired destination based on our goals.
When you work with a Financial Advisor or Financial Planner; your plan is tailored to your unique needs. It evolves with your life -- adjusting for new goals, unexpected events, or changing priorities. There is no one-size-fit-all approach.
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Some believe that working with a Financial Advisor is a luxury. We believe it's a necessity. That is why we're offering a complimentary financial plan to anyone who can find a time slot on our calendar. Click 'Schedule Appointment' above or give us a call.
Let us be the GPS that guides you to your ideal retirement or financial goals.