Building and preserving your personal wealth requires discipline and specialized attention. We offer the following financial planning services with our one-on-one attention:
1. Comprehensive Financial Planning
We assist individuals and families who need a blue print for a more secured financial future develop a comprehensive financial plan. A comprehensive financial plan includes cash management, education planning, income tax planning, investment advice, retirement planning, estate planning, and risk management. We develop each plan individually to meet your specific needs.
2. Select-Goal Planning
We help individuals and families meet specific financial goals such as dealing with a life changing events, purchasing a home, planning for retirement, saving for education or assessing insurance needs. We will research, analyze and compare alternatives and provide our unbiased advice to facilitate your decision making process.
3. Annual Review
We provide individuals and families plan implementation as well as monitoring and maintenance services after a financial plan is developed. We will schedule regular meetings to monitor your financial status, incorporate new needs and objectives and make necessary adjustments so that you stay on course.
4. Fiscal Check-up
We provide a quick review of your financial situation based on information provided by you and make recommendations.
We will help you...
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!