A Custom Plan for Every Need
Our Fees and Prices
Financial planning shouldn’t cost you an arm and a leg. We offer tailor-made financial advisory service packages that fit your unique life goals and needs. Don’t see what you’re looking for? We can create a customized package for each person.
As Featured In
Transparency, Customizability, Integrity
Fiduciary Financial Services in on Long Island
Choose the Financial Planning Package That Fits You. Find the Right Plan for Your Needs
We offer three comprehensive fee-only plans, tailored to your needs and designed to evolve with you.
Want to see how your current fees compare before you choose? Start with a free financial second opinion.
One-Time Financial Plan
Ongoing Financial Planning Relationship
Investment Management and Financial Planning
Optional Financial Planning Add-Ons for You
Need a little extra help for your financial plan? Try one of our helpful add-on packages.
Tax Services Add-On
Wealth Management Add-On
Why N Financial Plans?
Financing is more than just numbers. It’s about real people like you with real goals
It’s about finding a trusted advisor and guide who’ll help chart a course through murky financial waters as you work toward what you’ve always envisioned. When you choose us, you choose insights for life, confidence and care, and peace of mind in exploring the complexities of your goals.
Multi-Faceted Team with Years of Experience
You’ll work with an experienced Certified Financial Planner (CFP®) and IRS Enrolled Agent (EA) with 17+ years of experience in personal financial services, including tax planning and preparation. Your tax advisor will coordinate all the necessary tax filings while also planning for future tax years and anticipated changes in your income. We have experience serving clients across the nation and the world.
Fee-Only Financial Planning For the Win
We choose fee-only versus fee-based pricing, commissions, and kickbacks. With our flat-fee-only investment and tax planning preparation model, you pay one flat fee for our entire suite of tax planning and preparation services. No corporate bureaucracy, just honest, friendly, and dependable tax planning and investment advice.
A Fiduciary-Informed Client-Centered Approach
Since we’re compensated solely by clients, we take a client-centered approach, aiming for a partnership founded upon trust and transparency. We believe that comprehensive tax planning services should address this and future years’ tax filings. In other words, we’re here to plan for you, for the present and the future.
Credentials You Can Look Up
As both a Certified Financial Planner® and Enrolled Agent (a credential issued by the U.S. Department of the Treasury), our team brings nuanced tax planning strategies into your wealth management conversations. Our multilingual team works with clients across the globe as they work toward their financial goals. We’ll show you N financial ways to think about you and your money.
Let’s Set You Up for Success!
Ready to Speak with a Confidential Financial Advisor?
Schedule a quick chat with our Certified Financial Planners® and IRS Enrolled Agents. Please fill out the form, or call to get started.
Monday to Friday 9:30AM – 4 PM
By Appointment Only (But, if the stock market is open, we’re open.)
179 New York Avenue, 2nd Floor Huntington, NY 11743