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.