Individual Financial Consultations Performed Remotely

Your personalized consultation consists of a 90 minute discussion of your goals and a review of your current situation.  A hard copy personal Financial Plan, is provided to the participant at the completion of this session.

Plan participants interested in an individual financial consultation can call us at:  212.306.5050 Monday through Friday 9am-5pm.

Your financial plan will be prepared by one of our Certified Financial Planner™ professionals who are salaried and do not sell or recommend any products.  In this way, they are impartial and unbiased.  Certified Financial Planner™ professionals abide by the Code of Ethics of the Certified Financial Planners Board of Standards that mandates that their concern is only that of their clients.

Are you Financially Ready to Retire?

Learn About Our Individual Consultation Service