Welcome NYMHCA Members!
Questions about your finances?
Schedule a meeting with us below!
Our Services
Navigating the financial landscape can be a complex journey, but with the right guidance, you can make informed decisions that align with your personal and financial goals. Our services are designed to provide you with the tools and insights needed to manage your finances effectively. Whether you're nearing retirement, recently retired, or managing a pension, our aim is to be a trusted partner in your financial journey.
Holistic Planning
Holistic planning involves taking a comprehensive view of your financial situation. We work to understand your unique needs and aspirations, creating a personalized strategy that encompasses every aspect of your financial life. This approach allows us to address immediate concerns while also focusing on long-term objectives, helping you to pursue a balanced and fulfilling financial future.
Empowering Organizations to Support Their Teams’ Financial Futures
As an employer, offering a well-structured retirement plan is one of the most impactful ways to attract, retain, and support your staff. We help business owners and association leaders understand and optimize their employer-sponsored retirement plans—ensuring they provide meaningful value to employees while aligning with the organization’s overall goals. Our mission is to help you build a benefits program that supports financial wellness, loyalty, and long-term success for your team.
Estate Planning Strategies
Estate planning is about more than just preparing for the future; it's about protecting your legacy. We assist you in developing a plan that reflects your wishes and provides for your loved ones. By addressing key considerations such as wills, trusts, and beneficiary designations, we help you create a comprehensive estate plan tailored to your needs.
Asset Management
Managing your assets effectively is crucial for building and preserving wealth. Our asset management services are designed to align with your risk tolerance and financial goals. We develop a customized investment strategy that seeks to optimize your portfolio's performance while adapting to market changes and life events.
Medicare
Understanding Medicare and its complexities can be challenging, especially as you approach retirement. We provide clear guidance on navigating Medicare options and making informed choices about coverage. Our support helps you select the right plan to address your healthcare needs, ensuring confidence in your retirement years.
Step 1
Introductory Meeting
We get to know each other and discuss your financial goals and objectives
Step 2
Options and Evaluation
We prepare options and discuss their pros and cons to find the best fit for you.
Step 3
Implementation and Maintenance
Implement your chosen plan with ongoing maintenance tailored to your preferences and needs.
