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?

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