BELOW MARKET FEES
My goal is to provide high value, low cost financial planning to responsible individuals. Due to a structured investment approach and low overhead I am able to provide a high level of service at prices that are well below industry norms.
My hours of operation are Monday to Friday 8AM to 7PM by appointment.
COORDINATED FINANCIAL PLANNING
Many financial consultants solely provide investment advice. As a certified financial planner, I am dedicated to providing coordinated financial planning, including: insurance, budgeting, tax investment, estate and retirement planning.
I am dedicated to financial planning and have the following designations: Certified Financial Planner License™ (CFP®), MBA in finance (1st in class), and have a tax specialty designation (EA). I am a director of "The Financial Planning Association NY Chapter," and of the NY Chapter of "The American Association of Individual Investors."
My passive investment approach is an investment strategy providing superior returns and at the same time generating lower tax costs.
INDEPENDENT AND OBJECTIVE, i.e. Fee Only
I receive no commissions; the only compensation I receive is a consulting fee.