FINANCIAL PLANNING

FINANCIAL PLANNING SERVICES

  • Cash Flow Analysis:
    • Budgeting
    • Debt Management & Financing Options (mortgage, loans, line of credit, etc.)
  • Savings Plans:
    • Retirement Planning
    • Education Funding Options
    • Real Estate Acquisitions
  • Estate Planning & Multi-Generational Wealth Transfer
  • Elder Care – Planning for old age – including Medicare & Medicaid planning
  • Employee Benefits – Evaluation of current employee benefit options and assist with Open Enrollment
  • Second Opinion Service
    • Perform extensive and thorough analysis of existing investment portfolio
    • Evaluate and analyze tax returns and offer appropriate recommendations to mitigate your tax situation
  • Evaluate Current Insurance – Life, Disability, Long-term care, Health, and Property & Casualty coverage
Do you want to know how our financial team is different?
IF YOU’RE A PARENT, YOU MAY WANT TO CLICK PLAY.
There are few things in life more stressful than having “The Talk” with your kids.
We are here to help you start that conversation about finances with your kids….Um, what did you think we were talking about?

Don’t hesitate to contact us.

If you want to send us a message through the contact form, we can get in touch with you.

99 Park Ave, Suite #1920
New York, NY 10016
212-687-3600
info@wealthedge.com