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Financial Planning


A Partner On<br/>Your Life Journey

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 planning process

I

Understand

We believe one of the keys to investment success is to clearly define your objectives, your financial needs 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. 

II

Analyze

We analyze the information bout your personal situation and goals, then we develop investment strategies that include guidelines for a strategic asset allocation model.

III

Recommend

We conduct thorough research into investment vehicles and make recommendations on appropriate options suited to your particular situation, using our experience and knowledge of world events and how they relate to history and the markets.

IV

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 you decide to pursue new goals. 

Areas of focus

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
  • 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. 

Online Access and Financial Plan Portal

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Sed Perspiciatis unde Omnis Iste Sed ut Pers piciatis unde Omnis Iste Sed ut Perspiciatis.

380 North Broadway Suite 206
Jericho, NY 11753

cgrosse@yourfwp.com

(516) 514-0060

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