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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

T. Rowe Funds Shine With Boost From Amazon as Valeant Bet Sours

Director of Research and Portfolio Manager Steven M. Rogé was featured in Bloomberg News on Nov. 13, 2015 in an article titled, “T. Rowe Funds Shine With Boost From Amazon as Valeant Bet Sours,”...

Business Owners Can Put More Away for Retirement. Here’s How …

By: Jeff Roberto, CFP®, CMFC®, MBA As a business owner, did you know that you could put more money away into your retirement plan? Contributing the maximum amount to your 401(k) is the right...
In The News

Steven Rogé Featured in Wall Street Journal and Bloomberg News

Director of Research and Portfolio Manager Steven M. Rogé was recently featured in three articles – two in the Wall Street Journal on Oct. 29 and Oct. 30, and one in Bloomberg News on Oct....
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