Investment Philosophy

Most people work hard to make money but do not spend enough time setting goals to save and invest money.  You should pay yourselves first and invest your money in investment instruments you understand. 

We believe most people can benefit from a passive buy-and-hold investment strategy investing in a diversified, low cost portfolio consists primarily of index funds and ETFs.

It takes discipline to build up and manage wealth.  Our approach is to understand your goals and allocate your financial resources based on your needs, objectives, risk tolerance and tax considerations.  Once an investment plan is devised and implemented, we recommend you to monitor, review and adjust the allocation on a regular basis so that you stay on course in achieving your financial goals.

Get In Touch

At 4D Tax and Financial Planning, LLC., we've been serving the accounting needs of New York, NY and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily offer you a FREE initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

4D Tax and Financial Planning, LLC.

14 Wall Street, 20th Floor,
New York, NY 10005
T: 917.755.0516
F: (201) 535-2350
E: jlee@4D-nyc.com

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