WHAT WE DO

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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

FINANCIAL PLANNING

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 you 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 possiblities 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.

Check the background of this financial professional on FINRA's BrokerCheck.

LGBT, LGBTQ, GLBT, GLBTQ, Lesbian, Financial Planning, Financial Plan, Financial Planner, Gay Financial Advisor, Financial Services, CFP, Investment, Investments, Investment Manager, Investment Advisor, Wealth, Wealth Management, Wealth Manager

Call

T: 800-262-6644

T: 212-242-2800

F: 212-242-2820

LGBT, LGBTQ, GLBT, GLBTQ, Lesbian, Financial Planning, Financial Plan, Financial Planner, Gay Financial Advisor, Financial Services, CFP, Investment, Investments, Investment Manager, Investment Advisor, Wealth, Wealth Management, Wealth Manager
LGBT, LGBTQ, GLBT, GLBTQ, Lesbian, Financial Planning, Financial Plan, Financial Planner, Gay Financial Advisor, Financial Services, CFP, Investment, Investments, Investment Manager, Investment Advisor, Wealth, Wealth Management, Wealth Manager
LGBT, LGBTQ, GLBT, GLBTQ, Lesbian, Financial Planning, Financial Plan, Financial Planner, Gay Financial Advisor, Financial Services, CFP, Investment, Investments, Investment Manager, Investment Advisor, Wealth, Wealth Management, Wealth Manager

© 2019 by

Christopher Street Financial.

All rights reserved

Securities offered through Kestra Investment Services, LLC (Kestra IS), member  FINRA / SIPCInvestment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Christopher Street Financial is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.

 

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).

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