Financial Planning With a Smile and a Dash of Humor
Full-Suite Financial Planning in on Long Island Serving Clients in the U.S. and Abroad
Amir’s Anecdote
You’ve reached the services portfolio page for financial planning at N Financial Plans. Our phones operate 24 hours a day, thanks to the science (magic?) of artificial intelligence! Call today (now?)!
As Featured In
Service With a Smile (And You’ll Make and Save a Buck or Two)
I mean, let’s be real now: Financial planning is more than budgets, spreadsheets, and crunching numbers it’s about building a life you feel good about and that you can create.
We create dynamic, personalized plans that adapt as your life evolves, aligning your short-term needs with long-term goals.
(We’re like sports coaches, but without all the yelling and sweating.)
Retirement should be something you look forward to. So, why do so many people dread it?
With us, we build a clear, strategic vision that aligns with your present needs and your future goals. We’re here to align with you to provide peace of mind now and later.
(Yup, we’re just as sweet as a Now and Later candy)
You’ve got assets. We’re here to give you the protection you need for them.
Our Certified Financial Planners (CFP®s) and IRS Enrolled Agents will provide data-driven wealth investment strategies that align with goals and tolerance for risk.
(We’re here to provide the proverbial water and sunshine to help grow your greenbacks. That way, you can use them when you need them most.)
No one likes a run-in with the IRS. We’re here to ensure you receive the most amount of green on your tax return and reduce the red tape involved with your return. Uncovering savings opportunities and limiting liabilities is what we’re all about.
(We’re like Power Rangers using our superpowers for financial justice.)
Insurance, trusts, estates, and major gift planning: high-net-worth individuals deserve comprehensive solutions for complex problems.
Whether you own investment properties, are involved in charitable giving, or are looking to diversify your assets, our team has decades of experience in helping individuals worth $1 million or more.
(We take money seriously, but we never take ourselves too seriously.)
Like a trusted confidant, we’re here if you need a second opinion.
If you’re unsure about the financial planning advice you received, our team is here to help.
(Need a complimentary third opinion? Buy us a cup of joe, and we’ll give you all the free financial advice in the world until the cup runs dry.)
Own a small business of 10, 100, or even 1,000 employees? Making it on your own as an entrepreneur? We get it. We started that way as well.
We help small businesses plan for their future so they can live in the present with peace of mind. We make retirement benefits, compliance, and planning a breeze for you and your entire team.
(Ask us about our portfolio and investment options! They won’t disappoint.)
100+
Lifetime clients served
~20
17+ years of experience (Infinite experience if you account for parallel dimensions)
$100M+
More than $100 million in taxes saved
0
Zero commissions accepted
Wealth Management. Simplified
Request your customized proposal today. Request a customized wealth management proposal 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.)
(631) 629-1794
179 New York Avenue, 2nd Floor Huntington, NY 11743
[email protected]
