Your Personal Wealth Management Investor
Serving Clients in the U.S. and Abroad in on Long Island
Customizable High-Net-Worth Financial Planning Services
We provide financial planning for high-net-worth individuals worth $1 M+, plans that match your lifestyle, assets, and goals. We’re here to sustain and grow your portfolio to meet and exceed your expectations.
Amir’s Anecdote
One of my clients mentioned that he found his dream car, a Porsche 911 GTS. So, we went back to the drawing board and created his Nth Financial Plan. He was already on track to retire by 55. By buying the car (worth $110,000), he pushed retirement to 58. He bought the car and has no regrets. That’s seven years earlier than the traditional 65-year retirement age. He could afford his dream car and live his dream life. We help you with high-value financial decisions so you can live the life of your dreams.
As Featured In
Exclusive Access to Experienced Private Wealth Managers
Customized High-Net-Worth Financial Planning & Management Services
High-net-worth investors, people with more than $1,000,000 in assets to their name, face different challenges than other investors:
- Investment decisions for high-net-worth individuals become more complex.
- Financial planning is necessary, not optional.
- The potential for tax gains skyrockets
- At N Financial Plans, we don’t play games (except tennis). We never take ourselves too seriously, because we spend all our time taking your investments seriously.
Our focus is on simplifying and optimizing wealth management decisions and building wealth management plans through a personalized investment management process that helps create a cohesive and robust wealth management strategy.
By working with a single team of high-net-worth financial planning experts, we build a customized investment portfolio, financial plan, and tax-optimized strategy that positions our clients to achieve their short- and long-term financial goals.
The result is happy clients who feel proud of, confident about, and satisfied with their long-term financial investments.
There are N number of ways to reach the top of a mountain
We’ve got N number of plans to summit your investment goals. Let’s begin
Private Banking and Lending
International Wealth Consultancy
Charitable Gift Giving
Private and Alternative Investments
Tax Planning and Preparation
Estate Planning and Living Trusts
Insurance Planning
Business and Entrepreneurial Investing
Investment Portfolio Management
The Benefits of Financial Planning for High-Net-Worth Individuals
What’s Included with High-Net-Worth Wealth Management?
Premium Financial Planning
Our financial planning for high-net-worth individuals services mean you receive premium, advanced financial planning services. Navigating your finances without a financial plan can add unnecessary complexity to life. We use industry-leading financial planning tools and trade expertise to help our clients build a rock-solid financial plan that moves with them as they move through life.
Fee-Only Tax Planning and Preparation Services
A diversified, well-built portfolio is essential for a wealth management strategy. We use customized portfolios that include assets from public, private, and alternative sources to help you mitigate market risk and enhance your financial return.
Wealth and Investment Portfolio Design/Management
As both a Certified Financial Planner® and Enrolled Agent (the highest credential offered by the U.S. Department of Treasury), our team brings rock-solid strategic tax planning strategies for better wealth management. Our multilingual team works with clients across the globe to help them achieve financial freedom. We’ll show you N financial ways that you and your money can flourish.
Insurance, Estate, Trust, and Retirement Planning Services
Keeping your loved ones financially secure and safe is always top of mind for us. We conduct a comprehensive review of your estate and insurance plans, all while making recommendations, eliminating inefficiencies, and working with you to build a safe financial cushion for your loved ones.
Alternative Investments
Our financial planning team for high-net-worth earners can access private investments that aren’t available to other investors. Investment options include private credit, equity, and alternative investments to create a higher return and lower market risk.
Business and Entrepreneurial Wealth Planning
Our team brings rock-solid strategic planning to your business and entrepreneurial pursuits. Our multilingual team works with you to manage and maximize your 401(k) and business assets so you can take care of your team and focus on what you do best.
Frequently Asked Questions About High-Net-Worth Wealth Management
We understand that money is a touchy subject. And choosing a wealth manager? Even more intense. Our FAQ section is designed to answer some of the most common questions our clients have asked. Don’t see your questions here? Feel free to ask us any questions you might have. We’d be happy to answer!
What is “high-net-worth” financial planning?
What is “high-net-worth” financial planning?We define high-net-worth individuals as investors with more than $1,000,000 in liquid assets. We also consider high-net-worth individuals anyone who is in a position such that they could become a high-net-worth individual in the future.
As such, we’re open to evaluating prospective clients based on their financial situation.
Do you only work with individuals who live in New York?
Do you only work with individuals who live in New York?Nope! While some advisors on Long Island, New York tend to work with clients who are local to the area, we’re proud to partner with qualified clients regardless of their location.
We’ve worked with clients in Europe, the United States, and elsewhere. In a nutshell, we work with clients across the globe.
Can you explain what financial planning for high-net-worth individuals is like?
Can you explain what financial planning for high-net-worth individuals is like?As the saying goes, “More money, more potential problems.” We’re in the business of reducing problems and providing actionable, data-driven solutions.
As such, high-net-worth financial planning differs depending on the goal and capital involved. For example, if you’re looking to buy your dream car and retire by the age of 55, both of these goals require liquid capital and exact planning. We work with your situation and your purchasing power to stay on track for retirement and your financial goals.
Who will be taking care of me on my account?
Who will be taking care of me on my account?A typical client with N Financial Plans will have a primary advisor to serve as their dedicated account manager. The account manager will be a Certified Financial Planner (CFP®) or IRS Enrolled Agent (EA).
What’s more, our CFPs and EAs also have secondary advisors or assistants who may help with clerical work, updating plans, and supporting day-to-day administrative duties.
Each client’s wealth management team will also be influenced by the input of senior-level advisors with years of experience.
In general, we’ll meet at a minimum of once per quarter to discuss your asset allocation, portfolio performance, and any other updates or changes you’d like to make to help your assets multiply. With that being said, you’re more than welcome to contact our high-net-worth investment team at your convenience and as frequently as you wish.
Are N Financial Plans’ advisors fiduciaries?
Are N Financial Plans’ advisors fiduciaries?Yes. N Financial Plans is a fiduciary investment firm.
We don’t take kickbacks, fees, or other commissions. No conflicts of interest exist. Our sole source of compensation comes from our clients. We like it that way, because we’re able to provide unbiased, helpful feedback that’s focused on helping our clients thrive.
There are N number of ways to do private wealth management We’ve got N number of plans to help you reach your goals
Discover the Ethos Behind Our Financial Planning Team
About N Financial Plans
Welcome to N Financial Plans
I’m Amir Noor, CFP®, EA, founder and owner of N Financial Plans
I founded N Financial to provide financial, investment, and tax planning services for people who can’t afford the wrong advice. Believe me, I know from experience what it’s like to receive the wrong advice.
I began managing money for my immigrant family as a teenager, so I understand what it’s like to start fresh. I “get it”, because I’ve lived it.
Now, I bring decades of professional experience to the table with a calm, strategic mindset.
We don’t sell insurance. We don’t earn commissions. Zero product sales, too. We work directly for our clients.
Whether you’re looking for quality tax planning to optimize your finances, clean up a mess, or simply get clarity on what matters, N Financial Plans helps you protect your wealth and plan your next move with confidence.
We know there are N number of ways to do wealth management. We’re here to make those plans a reality.
Wealth Management. Simplified
Optimize Your Assets with N Financial
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]