Serving Clients in the U.S. and Abroad Located in on Long Island, NY
Comprehensive Financial Planning for All of Life’s Plans
Our Certified Financial Planners specialize in high-net-worth financial planning, but we offer an alternative approach. We’re not like banks or other corporate investment companies — and we certainly don’t discriminate based on the size of your wallet or salary. Whether you’re just getting your start in the business world or sustaining a multi-million-dollar business, we offer sound, approachable, and comprehensive financial planning sprinkled with a bit of humor for added taste.
Amir’s Anecdote
You may well end up learning something new about your portfolio allocation and adjustments. You may also learn that I’m a sucker for a great restaurant recommendation. You decide which is more important.
As Featured In
Helping Clients, One Piece of Advice and Joke at a Time
Comprehensive Financial Planning for All Stages of Life
Do the words “financial planning” scare you? Wondering where in the heck to begin?
We know there’s N number of ways to do financial planning, but we think it starts with the #1 asset in the room: your finances.
There’s N number of ways to reach your goal. Let’s make a plan and get you there.
Already have a plan? Get a free financial second opinion before you change anything.
How Many Financial Plans Will You Build Over Your Lifetime?
N = 1
A fiduciary-first wealth planning relationship starts early and evolves as your financial picture grows and crystallizes.
As new opportunities arise, we help you evaluate them and guide you through all of life’s plans.
N = 2
Lower paycheck or better benefits? Understanding the better job choice involves revamping your financial plan. We specialize in iterating.
We’re here with you from the start. We’re a fee-only financial firm with a variety of styles.
- One-time financial advisor sessions
- Subscription-based financial advice
- Financial planning with Managed Assets
- Whatever works best for you, we can do!
We work with people at many income levels and stages of life. We specialize in moving you from middle class to upper class.
N = 3
We work with business owners in many places. Working with us means you have the support of a Certified Financial Planner (CFP®), IRS Enrolled Agent (EA), and Chartered Retirement Plans Specialists™ (CRPS™) for all of your entrepreneurial goals, at any age and at every stage of life.
N = 5
Can you afford to live on one income? Have a 3rd kid? Finances control a myriad of elements in your life. We can help you gain clarity on the finances so that you can focus on the family values.
Growing up on Food Stamps on Long Island, we vehemently refuse to have a minimum net worth to work with me.
We work with people at many income levels and stages of life.
N = 10
Our financial advisors are family members first: devoted husbands, wives, fathers, and mothers. We get it: family is everything.
Buying a house is stressful. How much should you put down? Did you get a good interest rate? Is it worthwhile to pay for repairs? Should we get a HELOC?
Our advisors help you navigate any part of your life with a dollar sign, so you can focus on what really matters.
N = 30
Can you afford to retire? How much will you get in Social Security? Should you do Roth Conversions?
As you evaluate retirement, you’ll have a whole new host of problems that make accruing money look like the easy part. The hard part is figuring out how much you’re allowed to spend without running out.
We’ll strive to set you up for success so you can enjoy your golden years ahead.
N = ∞
From charitable giving to planning your estate, we’ll help you plan how the N number of plans you created throughout your life may carry on for future generations. Think of it as a plan for how you’d like to be remembered.
There’s N number of financial plans you’ll need over your lifetime. As N increases, you’ll constantly be iterating your plans. How many financial plans will you build over your lifetime?
We’ll Help You Save a Buck & Make a Buck. Simple as That. What’s Not to Like?
Fee-Only Financial Planning Services
Know where you stand, and view your assets with the big picture in mind. Our Certified Financial Planners (CFP®) have your back.
(And, the view looks pretty nice from up here. 5 Stars on Yelp.)
We'll securely connect all your accounts into one consolidated area, highlight any financial trends, and organize your transactions for easy readability.
(It's like having your best friend with you in your ear, telling you what to do while you're on a date).
We’ll come toolkit-ready with strategies and suggestions for how your money could be put to work in today’s market.
(Not included in our toolkits are hammers and nails. You might want to talk to your local hardware store about that.)
N Financial By the Numbers
3
Credentials under one roof: CFP®, EA and CRPS™ (dad jokes included at no extra charge)
17+
Years of experience (Infinite experience if you account for parallel dimensions)
$∞
Infinite money conversations worth having!
0
Zero commissions accepted
Who Said Financial Planning Had to Be Scary?
Our 3-Step Approach
Discover
Analyze, Check-In, and Plan
Check-in, Adjust, and Customize
N Number of Financial Plans. N Number of Ways to Thrive
Why Invest With N Financial Plans?
Comprehensive Wealth & Risk Management
N Financial Plans offers a total wealth management experience including portfolio management, comprehensive financial planning, retirement planning, tax preparation and filing, and financial planning for businesses. Our team of Certified Financial Planners® (CFP®) and Enrolled Agents will guide you through every aspect of your finances, so you can make your money work for you, not the other way around.
Planning by Credentialed Professionals
When it comes to fee-only versus commissions, we choose fee-only pricing. With our flat fee-only financial planning, you pay one flat fee for our entire suite of financial planning services. No corporate bureaucracy just honest, friendly, and dependable financial advice.
A Fiduciary-Informed Client-Centered Approach
Since we’re compensated solely by clients and not by referral fees, kickbacks, commissions, or product sales we take a client-centered approach, aiming for a partnership founded upon trust and transparency. We believe that comprehensive financial planning should include a holistic analysis of how your investments can work for you.
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 a combination of tax knowledge and holistic financial planning. With 17+ years of experience in personal financial services and speaking multiple languages our team works with clients across the globe as they work toward their financial goals. Yup, we’ve seen a thing or two, and we’re here to show you N financial ways to plan.
It’s on the House…Really!
Kick Off Your Free Financial Planning Conversation
Schedule a complimentary financial planning consultation with our Certified Financial Planners and Enrolled Agents to get the ball rolling on your financial goals. 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