Are you confident that your life savings is protected against fraud, scams & financial exploitation?
Long Island families have trusted our Senior Wealth Advisors to help guide them in protecting their wealth since 1986.
Protection For Whatever Comes Next
No matter your stage of life, working with someone who understands financial planning for seniors guards you against potential fraud and scams.
Older Americans are most at risk of being taken advantage of – 1 in 5 people over 65 have experienced financial exploitation
It is never too late – or too early – for you or someone you know to protect the future
How Financial Planning For Seniors Can Safeguard Your Finances
Your Best Interest Always Comes First
As a Fiduciary we are required by law to always put your best interest first. Our objective advice and expertise will help you make the best decisions about managing your finances.
No Commissions, No Hidden Fees, Full Transparency
Unlike traditional brokerage firms that charge commissions on the sale of investments, we only charge fees for our services which are totally transparent to you. In addition, we are only paid by you. We do not accept fees from any third party.
Meet Face-To-Face With Your Dedicated Advisor
Our Senior Wealth Advisor will keep you informed about how your assets are managed and performing. With 32 years of experience our firm is large enough to meet your needs, but small enough to give you the personal attention you deserve. Experienced expert advice, close to home.
Rosanne Rogé
Managing Director, Senior Advisor
– Certified Financial Planner (CFP)
– Certified Senior Advisor (CSA)
– Registered Financial Gerontologist (RFG)
Our Senior Advisor, Rosanne, is a pioneer in the area of Financial Gerontology. She understands the unique concerns of seniors, as well as the needs of their caregivers. Rosanne is ready to help you make the best decisions to ensure you and your loved ones are protected.
Secure Your Future By Planning Today
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