Serving Clients in the U.S. and Abroad Located in on Long Island, NY

Retirement Planning for Clients Nationwide Located on Long Island

Our systematic approach to retirement planning will give you peace of mind needed to transition to retirement. You’ll have everything you need to make the most of the next chapter of your life.

Amir’s Anecdote

Whether you live on Long Island, NY or in Zurich, Switzerland, we’ll ensure you have everything you need for retirement financial stability. I might talk a bit too “New York Fast” for a more laid-back, “West Coast Vibe”, but I leave that decision up to you!

As Featured In

Peace of Mind Starts With Smart Planning — And A Bit of Schmoozing

Plan Your Retirement Like a Pro

We understand that life is a journey that’s best lived with an actionable plan. Let’s chat about it! Our retirement planning advisors are here to help you craft the perfect plan for life’s journey ahead. We believe your retirement strategy shouldn’t be a one-size-fits-all approach. Our Chartered Retirement Plans Specialist (CRPS™) advisors create personalized plans that take into account your unique financial situation and life goals, allowing you to focus on the journey ahead with peace of mind and joy.

Strategize, Plan, and Design Your Retirement Strategy

Our retirement planning consultants develop a personalized retirement plan that budgets for all the areas you value in your life. And, we’ll have fun while we’re at it! We’ll help you plan for your retirement years and help you feel secure and confident with your plan for the road ahead.

Align Your Investments with Your Goals

An investment portfolio should allow for the right balance between optimizing for growth and mitigating risks. Our retirement planning advisors will walk you through your options and help you determine your retirement timeline and goals. We’ll also take into account your risk tolerance — and current market conditions — to better align with your financial needs.

Minimize Taxes Maximize Retirement Funds

Our Certified Financial Planners (CFP) and Enrolled Agents (EA) use the latest tax-efficient strategies to minimize tax burdens and maximize your retirement funds. In other words, we’ll make sure your money works for you — not the other way around.

Retirement Planning Services We Provide

Are you uncomfortable or embarrassed to talk about money? We get it. It’s tough! You could talk with a stuffy retirement planner who’s only interested in crunching numbers, or you could talk with an advisor, a certified professional, a confidant who knows money like the palm of their hand and has the life experience to prove it! Our retirement advisors get people. We’re here to provide a suite of retirement solutions in laymen’s terms. No fluff, no extras, just down-to-earth helpful financial guidance.

Our team of retirement plan advisors designs tax-efficient retirement plans for low, middle, and high-net-worth portfolio allocation. We help you maximize your use of available tax deferral strategies to help you decrease your tax burden and boost long-term wealth accumulation.

Maximize Tax Deferrals

Through careful selection, data analysis, and meticulous monitoring of your investments, we’ll create a portfolio that aligns with your values, needs, and threshold for risk. We’re here to help you enjoy today and build for a brighter, more secure future.

Investment Selection and Monitoring

We’ll guide you through creating a retirement plan that takes into account all the unique aspects of your life. Our approach includes understanding your lifestyle, dreams, goals, and current & future financial landscapes to create a multi-faceted retirement roadmap for you.

Tailor-Made Retirement
Goal-Setting and Planning

For self-employed individuals and entrepreneurs, we offer high-net-worth retirement strategies and high-net-worth financial planning to help you achieve your goals. Whether opting for a SEP IRA or a Solo 401(k), our approach takes into account your business’ cash flow, employee demographics, and retirement goals. We’ll help align your retirement goals with your personal and business needs.

Custom Retirement Plans for Entrepreneurs and High-Net-Worth Individuals

We’ll audit your current retirement plan and investments to identify cost-efficient solutions. Our goal is to ensure you’re making dependable investments, minimizing unnecessary risk and expenses, and maximizing the potential for growth in your portfolio.

Cost-Efficient Retirement Planning

Get to know our predictive planning approach with our retirement planning advisors. We use advanced analytics and forecasting techniques to envision retirement scenarios and their outcomes. Our hands-on, proactive approach helps us anticipate potential opportunities and threats to your retirement plan, allowing you to stay ahead and prepare for the unexpected along the way.

Predictive Planning for Retirement

What Our Retirement Planning Advisors Will (and Won’t) Do for You

Our certified financial planners have two decades of experience with financial management, bookkeeping, tax filing, tax advice, and retirement planning. We feel it’s important you know exactly what your retirement plan advisors will (and won’t) do for you.

There are N number of ways to achieve your financial goals. We’ll show you all the ways you can — only at N Financial.

Do-It-Yourself

Robo-Advisor

Retirement

Comprehensive Planning

Tax Return Analysis & Planning

Proactive Guidance On All Financial Matters

Cash Flow Based Modeling

Networth Projections To Guide Decision Making

Plans That Consider Assets Not Managed By The Advisor

Deep Integration Between Tax Strategies And Investment Management

Social Security Optimization

Guidance of Tax-Advantaged Charitable Giving

Pension Analysis

Stock Option + RSU Advising

Fusion Of Business + Personal Advising For Entrepreneurs

Specialized Retirement Planning

Specialized Post-Retirement Planning

All Advisors Hold a Certified Financial Planner (CFP®) Certification

Tax Professionals On Staff (CPAs and Enrolled Agents)

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Traditional Independent Advising Firm

Bank Or Insurance Company Advisor

Commission Based Advisor

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Oh, by the way: if a fast-talking New Yorker is hard to understand, you might want to look elsewhere

But, if you’re looking for a light-hearted but knowledgeable retirement planning consultant who gets to know you, alleviates money anxieties, and actually treats you like a human, not a transaction, let’s chat!

N Financial By the Numbers

99.8%

99.8% confidence rating that you’ll smile while in meetings with our Certified Financial Planners (CFP®), who promised their spouses to tell fewer jokes at home.

~20

17+ years of experience (Infinite experience if you account for parallel dimensions)

$100M

More than $100 million in taxes saved

Zero commissions accepted

People Are Kind. We Thought You Should Know.