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To learn more about how we work with our clients, please view this short 2.5 minute introductory video.
Planning your future gives you the confidence needed to move forward toward achieving your dreams.
How can you become one of the 5% of all Americans living a life of clarity, purpose, confidence and freedom?
In order to make the most of your money, you need to know where you want to go and determine the best way to get there.

Long Island Financial Planning and Investment Management

Our mission is simple: to help clients Plan, Achieve and Live® the life they want.

Fee-Only Advisors

As fee-only financial planners, we are required to act in your best interest as a fiduciary, all of the time. We have no financial relationship with anyone except our clients. Broker-dealers and Insurance Agents cannot make this claim. We are proud to commit ourselves to the five fiduciary principles.
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Wealth Management

Planning and achieving your financial goals can be overwhelming. Our expert team of advisors and proprietary methods allow us to help you to develop your goals while minimizing the risks.
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Retirement Planning

The image of retirement is constantly changing with each new generation of retirees. We are proud to offer more than a quarter of a century of experience in helping our clients plan, achieve and live their retirement. Whether you want to travel the world, start a new business or catch up on your favorite hobbies, having the right plan in place can make all the difference in your quality of life during retirement.
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Investment Management

Successful investment management is an on-going process. We offer the credentials, wisdom, experience, discipline, and patience to build and manage a portfolio specifically designed to achieve your goals.
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Latest News

In The News

A Year After Gross Exit, TCW Leads Winners as Pimco Sheds Assets

Director of Research and Portfolio Manager Steven M. Rogé was featured in Bloomberg News on Sept. 23, 2015 in an article titled, “A Year After Gross Exit, TCW Leads Winners as Pimco She...
In The News

Rosanne Rogé to Participate in Bob Veres’ Insider’s Forum Conference

We are pleased to announce that Managing Director, Rosanne Rogé, CFP®, RFG, CSA, will be speaking on a panel titled, “Real World Planning Challenges (and Solutions) for Client Longevity,” on...

Managing the Aging Process

By Rosanne Rogé, CSA, RFG, CFP® Managing Director We have all heard the anonymous quote, “Do not regret growing older; it is a privilege denied by many.” While it’s true that growing old is a...
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