Our Specialized Services…
If you have a very unique challenge we will meet with you for one hour on a complimentary basis to gather enough information to provide you with an estimate for your planning engagement. Here are but a few examples of situations that tend to be very unique and require highly individualized services:
- you need help challenging a recently increased property assessment for residential real estate in New York
- you have received or are about to receive an inheritance or insurance death benefit and are unsure how to make the best use of it or how to invest it
- you have unexpectedly assumed guardianship of a child
- you have been layed off from your job
- you have been offered an early retirement package by your employer
- you suddenly find yourself newly responsible for managing your finances
- you are the executor of some one’s estate and need support with fulfilling your responsibilities
- you have just had a child and wish to know what adjustments you need to make to your finances to manage the associated risks and expenses
- you are in a non-traditional couple and could use some advice about the personal finance issues that arise between non-married, cohabiting couples
- you wish to return to school yourself and need help doing so cost effectively
- you are considering refinancing a home but aren’t sure doing so is in your best interests