Retirement Planning
Every situation is different and requires a lot of precision when dealing with a homebound, perhaps disabled parent or loved one. When a person cannot make decisions on their own, they should consider legal counseling.
Power of Attorney will allow the loved one to have peace of mind knowing that the best decisions are being made by a trusted social worker and attorney by their side to advocate for the client’s benefit.
Call us to find out more about our legal services that can help save you money and maximize the in-home medical benefits and services available by New York State in Long Island.
Financial Planning
We have an on-staff Certified Financial Planner that works with your Geriatric Care Manager to provide guidance for Estate and Retirement Planning. Our goal is to manage the current assets so that there is not a worry when it comes to paying bill and basic expenses while ensuring there is a stream of passive income that can help one live comfortably and enjoyably with their money during the golden years. Our Financial Advisor will look at all current assets, as well as expenses and will offer advise as to what the best possible route is for the financial needs of you or your loved one.
Specializing in:
Asset/Wealth Management
Life Insurance
Roth IRA, 401-K & Annuities
Stocks, Bonds and other Long-Term Investment Plans
Real Estate Investments, Mortgages & Re-Financing
Life Insurance
There are many Insurance plans available to ensure that you or your loved one are financially protected in the event of an unfortunate circumstance. We can help you navigate the policies and regulations so that you are able to make an informed decision when choosing the best insurance plans for your needs.
We offer guidance in:
Life Insurance
Health Insurance
Disability Insurance
Auto Insurance
Home-Owner’s (Property & Casualty) Insurance