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 work with you on a plan for retirement. 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 Planning, And A Bit of Schmoozing
Plan Your Retirement Like a Pro
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 so you understand your plan for the road ahead.
Align Your Investments with Your Goals
An investment portfolio should seek a balance between growth potential and risk. 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.
Mind Your Taxes Plan Your Retirement Funds
Our Certified Financial Planners (CFP) and Enrolled Agents (EA) use tax-efficient strategies that seek to manage tax burdens on your retirement funds. In other words, we’ll aim to have your money work for you, not the other way around.
Retirement Planning Services We Provide
Our team of retirement plan advisors designs tax-efficient retirement plans for low, middle, and high-net-worth portfolio allocation. We help you understand and use available tax deferral strategies, which may reduce your current tax burden depending on your situation.
Use 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 while planning for the 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 designed around 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 help you understand your investments, look for unnecessary risk and expenses, and keep your portfolio aligned with your goals.
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 17+ years 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. We’re a fee-only firm: we never take commissions, and our fees are published up front.
There are N number of ways to work toward your financial goals. We’ll show you the ways that fit you, here at N Financial.
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)
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
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
People Are Kind. We Thought You Should Know.
Can You Believe What They Have to Say About Us?
Let’s Get in Touch
Looking for Help With Retirement Planning?
We provide a complimentary consultation to discuss 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