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475 Park Avenue South

Suite 2100

New York, NY 10016

T: 800-262-6644

T: 212-242-2800

F: 212-242-2820


Everyone has dreams and goals and desires for mountains of wealth and living happily ever after. It doesn’t just happen.  You have to take steps to make it happen.

Ask yourself these questions:

  • Where are your assets held and how are they titled? For example, what do you own of value in real estate, retirement accounts, brokerage accounts, etc.?
  • What changes do you anticipate in your lifestyle?
  • What major purchases or vacations, if any, are in your future?
  • What do you want to accomplish short-term and long-term personally and professionally?
  • How much risk in relation to return are you comfortable with?
  • How are your loved ones protected in the event of your death?
  • Are your charitable intentions realized in your estate plan?
  • What will the estate taxes be today and at different points in the future? How will they be paid?
  • How do you want to plan for possibilities of illness or death?
  • Do you plan to retire, and if so, when?

Did we say we were thorough?  We don’t offer cookie-cutter financial plans because we realize everyone’s life and goals vary.