Planning Services

Whether you live in the Bronx or Brooklyn, Staten Island or Queens - or certainly Manhattan - you will recognize this for what it is - a menu. But these are just the specials. If your needs aren't addressed here, I can prepare something just for you.

Broad-based Financial Plans

Typical cost: $1,800 to $5,400, depending on complexity. Topics can include:

• "Am I spending too much?”
• “At what age can we retire?”
• “How can I increase my after-tax income?”
• “Are we saving enough for college?”
• “How should we collect Social Security?”
• “Can I buy a new home?”
• “Should I take a lump sum or a pension?”
• “How can I leave a legacy?”
• “Do we need life insurance? How about long-term care?”
• “Should I cash in my options and restricted stock?”

College Funding

$750 per child. Topics can include:

• “Are we saving enough for college?”
• “How should we save, how should we invest?”
• "How can we improve our chances of receiving financial aid?"
• Help applying for financial aid and completing FAFSA college aid form.

Portfolio Review and Recommendations

Typical cost: $720 to $2,520, depending on complexity. Includes review of and recommendations for investments in 401(k) and other retirement accounts.

Specific Goals

Costs vary.

These are examples only.