About My Practice
I have been an independent Fee-Only Certified Financial Planner since 1989 specializing in retirement planning and investment management. I have helped many professionals; individuals and small business owners make a worry free transition into a financially sound retirement. Fee-Only means I am compensated solely by fees paid directly from my clients and do not accept sales commissions, referral kickbacks or product incentives that could cloud an advisor's ability to be objective. Since I am an independent firm I can offer you thousands of investment opportunities and only recommend the investments that are most appropriate for you. For more detailed information please visit my website at www.RayMignone.com
I provide financial planning and on-going investment management services. Most folks first have a Financial Analysis and blueprint created to guide them toward reaching their stated financial goals; college funding, retirement planning, estate planning, IRA Distributions, tax reduction, maximizing investment performance or any other financial concerns. As a registered investment advisor I evaluate all of your current investments and design a strategic diversified tax smart long-term portfolio. My fees are charged as a percent of assets under management.
I worked for IBM in various management positions prior to completing the CFP program at Adelphi University in 1989 and starting my own financial planning firm.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - NAPFA registered advisor
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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