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Peter T. Palion, CFP®

Master Plan Advisory, Inc.

584 Bellmore Ave
East Meadow, NY 11554-4711
Phone: (516) 538-9333

Toll-free: (866) 669-6952

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Insurance
  • Job Loss
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Medical & Health Issues
  • Women's Finances

 

How Planner Charges

Considerations: Practice is mostly fee-based, but offers full spectrum of options

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.