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New York City Wealth Management and Financial Planners
USPNY Services Blueprint
Together, we engage in a complete financial planning process that analyzes the different areas of your financial life and look at how they are interdependent.
We'll conduct a thorough analysis of your financial situation that includes identifying your net worth, tax position, risk tolerance, financial objectives and family and business circumstances.
No matter what your objective, your financial success requires careful planning and professional guidance to help insure your individual goals and needs are met.
Our team of advisors are dedicated professionals- from experienced financial planning specialists, trust and estate professionals, to experts in retirement, insurance, and investments working with your personal Financial Advisor to contribute to the whole.
Customized Blueprint Just for You!
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Wealth Management
- Comprehensive Planning Solutions
- Net Worth and Asset Allocation
- Liquidity and Cash Flow Strategies
- Access to Premier Institutional Money Managers
- Passive and Tactical Strategies
- Tax Minimization Solutions
- Account Aggregation
Retirement Planning
- Traditional IRA’s
- Roth IRA’s
- Qualified Plans
- Annuities
- Pension Maximization
- Company Plan Rollovers
- Retirement Income Distribution Solutions
Tax Planning
- Tax Return Preparation
- Income Tax Projection
- Managing Gains/Losses
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Insurance
- Life Insurance
- Whole Life
- Variable Universal Life
- Universal Life
- Term
- Survivorship Life
- Long-Term Care Insurance
- Disability Insurance
- Mortgage Protection
- Private Placement Life Services (Qualified Purchasers)
Estate Planning
- Wealth Transfer and Preservation
- Estate Planning and Liquidity Management
- Wills/Trusts/GRATS
- Charitable Giving Strategies
- Multi Generation Planning
- Family Partnerships
- Special Needs Planning
Education Planning
- Education IRA’s
- 529 College Savings Plan
- Custodial Accounts
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Speak with one of our Financial Advisors now by calling 212.660.7401 or click
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