Preparing for the Golden Years Syracuse NY
Most Boomers don't realize the need for late-life planning until faced with caring for aging parents. But with the average cost of nursing home care climbing upwards of $50,000 to $55,000 a year according to experts, only forethought and preparation can help ensure a healthy, secure life during the golden years and beyond.
Jeffrey Lewis, CFP, ChFC
Company: Planning Financial Futures, Inc.
College Of Financial Planning / CFP
Data Provided by:
7 White Deer Court
Huntington, NY
Huntington, NY
Jeffrey Lewis, CFP, ChFC
7 White Deer Court
Huntington, NY 11743
Huntington, NY 11743
Company
Title: PresidentCompany: Planning Financial Futures, Inc.
Type
Investment Advisor Rep: YesEducation
SUNY Binghamton / EconomicsCollege Of Financial Planning / CFP
Years Experience
Years Experience: 20Service
High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Medicaid,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Medicare Planning,Health Care InsuraData Provided by:
Matthew Berman
Company: CPS Financial Services
East Stroudsberg University/Masters'
PGA Member/2006
Data Provided by:
1393 Veterans Memorial Highway
Hauppauge, NY
Hauppauge, NY
Matthew Berman
1393 Veterans Memorial Highway
Hauppauge, NY 11733
Hauppauge, NY 11733
Company
Title: AgentCompany: CPS Financial Services
Education
Muhlenberg College/Business AdminstrationEast Stroudsberg University/Masters'
PGA Member/2006
Service
Individual Income Tax Planning,Life Settlements,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Health Care InsData Provided by:
Jared Cutler
Bachelor Of Science In Business Administration
Majors: Finance & Management
Data Provided by:
611 Pondside Drive
White Plains, NY
White Plains, NY
Jared Cutler
611 Pondside Drive
White Plains, NY 10607
White Plains, NY 10607
Company
Title: Vice President-Investments & Wealth ManagementEducation
University Of ArizonaBachelor Of Science In Business Administration
Majors: Finance & Management
Years Experience
Years Experience: 10Service
Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Captive Insurance,Life Settlements,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Medicare Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only FinancialData Provided by:
Lee Cameron
Company: Linden Capital Corp.
Data Provided by:
315 Madison Avenue
New York, NY
New York, NY
Lee Cameron
315 Madison Avenue
New York, NY 10017
New York, NY 10017
Company
Title: Financial AdvisorCompany: Linden Capital Corp.
Type
Investment Advisor Rep: YesYears Experience
Years Experience: 14Service
Fee Only Portfolio Management,Wealth Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Retirement Planning,Investment Consulting & Allocation Design,Planning For Personal Finances & Budgeting,Asset Protection Strategies & Planning,Portfolio Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Annuities,Alternative Asset Class Planning,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Fee-OnlyData Provided by:
Bruce Gaynor
Data Provided by:
6 Tower Place
Albany, NY
Albany, NY
Bruce Gaynor
6 Tower Place
Albany, NY 12203
Albany, NY 12203
Company
Company: Capital Financial PlanningType
Investment Advisor Rep: YesService
High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Hourly Financial Planning Engagements,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity IdData Provided by:
Donald Conrad
Company: Conrad Capital Management
Registered Investor: Yes
Suffolk County Community College
The Collective School of Music
Data Provided by:
1377 Motor Parkway
Islandia, NY
Islandia, NY
Donald Conrad
1377 Motor Parkway
Islandia, NY 11749
Islandia, NY 11749
Company
Title: RIA, CSACompany: Conrad Capital Management
Type
Investment Advisor Rep: YesRegistered Investor: Yes
Education
Nassau County Community CollegeSuffolk County Community College
The Collective School of Music
Years Experience
Years Experience: 29Service
Fee Only Portfolio Management,Wealth Engineering,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Portfolio Engineering,High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,WealtData Provided by:
William Martone
Company: Martone Capital Management, Inc
American College/ChFC
American College/CLU
Data Provided by:
50 Main Street
White Plains, NY
White Plains, NY
William Martone
50 Main Street
White Plains, NY 10606
White Plains, NY 10606
Company
Title: PresidentCompany: Martone Capital Management, Inc
Type
Registered Investor: YesEducation
Pace College/BBAAmerican College/ChFC
American College/CLU
Years Experience
Years Experience: 37Service
Fee Only Portfolio Management,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Estate Tax Planning,Fee-Only Comprehensive Financial Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Data Provided by:
Anthony Shark
Company: Primerica
Data Provided by:
29 adrian avenue suite D-6
bronx, NY
bronx, NY
Anthony Shark
29 adrian avenue suite D-6
bronx, NY 10463
bronx, NY 10463
Company
Title: Division leader Company: Primerica
Service
401k Rollover From Employer,CD Alternative,Annuities,Retirement Income Distribution Planning,Mortgage Refinancing,Income for Life/ Preserve Principal,Life Insurance,Insurance & Risk Management Planning,Education Funding & Financial Aid Planning,IRA, 401k, Roth IRA, QDRO Rollovers,Medicare Planning,Retirement Planning,Retirement Income Accumulation PlanningData Provided by:
Stephen Jenkins
Company: Sterling Manor Financial
Data Provided by:
18 Division Street
Saratoga Springs, NY
Saratoga Springs, NY
Stephen Jenkins
18 Division Street
Saratoga Springs, NY 12866
Saratoga Springs, NY 12866
Company
Title: PartnerCompany: Sterling Manor Financial
Type
Investment Advisor Rep: YesEducation
Cass Business School/MSYears Experience
Years Experience: 19Service
Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning Engagements,Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Business Succession & LiData Provided by:
Helen Beichel
Company: Fattail Financial Advisory Group Inc.
The American University, Washington, D.C., MA in International Affairs
Data Provided by:
1133 Park Place
Brooklyn, NY
Brooklyn, NY
Helen Beichel
1133 Park Place
Brooklyn, NY 11213
Brooklyn, NY 11213
Company
Title: Chartered Financial ConsultantCompany: Fattail Financial Advisory Group Inc.
Type
Investment Advisor Rep: YesEducation
Northeastern University, Boston, MA, BA in HistoryThe American University, Washington, D.C., MA in International Affairs
Years Experience
Years Experience: 118Service
Portfolio Engineering,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,Reverse Mortgage,Medicare Planning,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Fee Only Portfolio Management,Life Settlements,401k Rollover From Employer,CD Alternative,Alternative Investments,Life Insurance,Investment & Portfolio Management,Long-Data Provided by:
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