Financial Advice for Business Owners -

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Planning, you can receive the following services:

• Asset Allocation
• Estate Planning
• Retirement Planning
• Risk Management
• Tax Planning vs. Tax Preparation
• Cash Flow Analysis
• College Cost Planning
• Health Care Planning
• Tax Preparation

These different areas mean everything from life changes to children to healthcare can be taken into account when accessing the advice of this team -

When you start a business, so much of your personal wealth and your business wealth are tied together. The larger your business grows, the more complicated things get. And when you eventually decide to retire and separate from your business, that complication is only further compounded. A New York financial advisor can definitely come in handy. 

New York financial advisors can help owners at any stage of their business to get financially organized. They can work with business owners and entrepreneurs answer many questions you may not have even considered including:

• Whether you should take your income in the form of a salary or distributions
• How much cash should be left in the business
• Whether or not you should buy new equipment at a given time
• Tax implications of passing on your business to your children
• Selling your business at retirement

Of course, these questions do not have cookie cutter answers. They require an in-depth understanding of a person's financial situation, which is the kind of comprehensive servie that this New York financial advisory firm can provide. 

Families Committed to Leaving a Legacy

Often, a Financial Group works with more than one generation of a family. Their clients are focused on the bigger picture. They help them look at their financial landscape from the top of their family tree and not just their own branch.

Specific Services Include:

• Review of existing estate planning documents
• Gifting techniques and use of trusts
• Estate & generation skipping transfer tax illustrations
• Charitable planned giving techniques

Retirees/Pre-Retirees

There are two sides to retirement – accumulation and distribution. The decisions you make regarding how you build your nest egg are complex and very different than the decisions needed to start withdrawing from that nest egg. The Financial Group helps clients on both sides prepare for the retirement of their dreams and maintain it throughout their lifetime.

• Inflation rate versus investment return analysis
• Life expectancy & minimum distribution calculations
• Early retirement analysis 

Related: Top Financial Advisors

outlines this process so that in addition to considering your goals, you also get the opportunity to consider the possible alternatives and options you have.

 your customized plan consists of the following steps:

1. Initial Consultation and Data Gathering
2. Identification of Issues
3. Goal Setting
4. Examination of Alternatives
5. Implementation
6. Review/Revision

Even after a specific strategy has been implemented, clients are included in a review process that allows them to adjust accordingly if results are not as anticipated. This also includes life changes ...

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