Financial Planning Services

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...

  • Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.

  • Save for higher education by estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.

  • Protect your family against unexpected events by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you can no longer manage them yourself.

  • Achieve your investment goals by reviewing your spending plan and recommending steps to create surplus, identifying steps needed to maximize your investment returns based on your needs and risk tolerance.

  • Leave a legacy for your loved ones by using appropriate strtegies to maximize the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your loved ones.

A financial plan's true value comes with its implementation. Let us help you attain financial freedom by requesting a Free Consultation below.

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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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