Please note: Due to capacity limitations,

we are ONLY accepting new clients BY REFERRAL at this time.

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What financial concerns do you have?

Do you have a need for trusted advice?

• “Can I retire comfortably?”
• “What should I do with my inheritance?”
• “We are disorganized, busy, and really have trouble staying on track.”
• “I am alone and really want a trusted source for ongoing advice.”

Or maybe you aren’t sure.  Our approach is to offer you 2 options depending on whether you need an ongoing relationship or not.

 

Taconic Financial Review

The Taconic Financial Review (“Review”) is a limited scope financial planning engagement that involves 8-10 hours of our time for research, analysis, meeting, and follow up. It includes a two-hour face-to-face meeting with one of our Certified Financial Planner™ Professionals. You receive a summary copy of the Review following the appointment that includes written recommendations. The Review is an excellent way to begin the financial planning process and receive immediate answers to your most pressing questions. It also gives you the opportunity to experience our services without worrying about the need to make a long-term commitment.

 

Retained Financial Planning Services

This is the answer if you decide that you would like to enter into an ongoing relationship that takes advantage of the full range of our services. You receive ongoing comprehensive financial planning for a fixed fee. Your services will involve topics that are relevant to you and may include, but are not limited to: tax preparation, tax planning, insurance review, inventory of assets, analysis of financial goals, portfolio analysis, development of a written investment plan, implementation and monitoring of the investment plan, no-load mutual fund recommendations, retirement planning, education planning, charitable planning and estate plan reviews.

Many clients who use our retained services spend much less in fees than they would for just standalone asset management offered by a traditional competitor.  Our comprehensive, personalized approach offers much more than investment advice; instead, it puts you at the center of all planning issues so that you feel in control and empowered to make informed financial decisions.

Annual fees are quoted individually and range between $5,000-$100,000 annually based on income, assets, and other complexity factors.

 

For more information, please click  “Get Started” to get in touch with us. 

Distance Meetings

While we enjoy meeting with our clients face-to-face whenever possible, we can also meet with you "virtually" anywhere!  We can get a lot done with an internet connection and a phone call.  Whether you live locally but prefer to meet with us from the comfort of home, live outside of the Hudson Valley, or plan to retire somewhere else, we can help you navigate your financial life.

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