Broker Check
Client Login

Financial Planning


Your Blueprint for Financial ConfidenceOur Comprehensive Planning Process & Philosophy

Our client experience is centered on delivering personal, high-quality advice. Through a comprehensive financial planning approach and advice, we strive to make a significant impact on clients' lives by helping them feel more confident about their financial future.

Our Four-Step ProcessBuilt for Your Success

STEP 1

Understand 

We believe one of the keys to financial success is to clearly define your objectives, financial needs, financial your current situation, areas for improvement and your tolerance for risk. Whether it is for retirement, education, or another purpose, by defining both your short-term and long-term goals, we can work to identify where you stand today and where you want to be in the future.

STEP 2

Analyze 

We analyze the information about your personal situation and goals, identify what is working and where opportunities for improvement exist. Then we can identify & analyze these potential strategies for financial success.

STEP 3

Recommend

We conduct thorough research into our strategies using our experience, various research sources and knowledge of world events and how they relate to history and the markets. We then recommend appropriate solutions and options suited to your specific situation to achieve your goal.

STEP 4

Track

To enhance the potential for success, any plan should be thoroughly implemented. We conduct regular meetings with our clients to track progress and determine if any adjustments are necessary. Should life circumstances change or the state of the markets evolve, we will identify the potential changes that could be made helping you react to stay on track for your goals.

A Holistic View of Your Financial Life

We work with you to address all aspects of your financial picture, which may include:


Financial Fundamentals


  • Net-Worth Statement
  • Cash-Flow Statement
  • Insurance Inventory
  • Estate planning inventory
  • Pension and qualified plan analysis


Goals


  • Retirement Planning
  • Saving for education
  • Major purchase (vacation home, etc.)
  • Survivor income and income generation
  • Other (small business, etc.)


Asset Allocation Management


  • Custom investment allocations based on individual needs and risk tolerance
  • Rebalancing strategies
  • Insurance Inventory
  • Investment income strategies
  • Integrating employer plans into total asset allocation


Complex Financial Planning


  • Estate planning strategies*
  • Tax planning strategies*
  • Divorce
  • Small business retirement planning
  • Risk management (Life, Long-term care and disability insurance)
  • Special-needs dependents


*We do not provide specific tax or legal advice. All legal and tax advice should be obtained from a licensed professional. We will work with your existing tax or legal professionals or can make recommendations to a professional if needed.

Stay Connected Your Online Financial  Plan Portal

Access your complete financial picture anytime, anywhere. Our online portal, featuring e-Money Snapshots, allows you to track progress, view performance, and download a PDF of your complete plan on demand.

ContactWe want to
Hear from you

380 North Broadway Suite 206
Jericho, NY 11753

cgrosse@yourfwp.com

(516) 514-0060

Thank you!
Oops!