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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 advisors, 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


Seven Ways Baby Boomers Can Financially Assist Their Parents

  By Rosanne Rogé, CSA, RFG, CFP® Managing Director Frequently referred to as the “Sandwich Generation,” Baby Boomers are increasingly tasked with caring for both aging parents as well as minor...

Janus Unconstrained Got Least Money Since Gross Took Over

Director of Research and Portfolio Manager Steven M. Rogé was featured in Bloomberg News on Feb. 9, 2015 in an article titled, “Janus Unconstrained Got Least Money Since Gross Took Over.” To view...

Fourth Quarter and 2014 Review

The domestic stock market performance in the fourth quarter of 2014 was solid. Foreign securities suffered as the strong U.S. Dollar and weak economies abroad weighed on investor’s returns....
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