Westchester Financial Planning
Helping You Build, Protect and Transfer Wealth
At Westchester Financial Planning, our goal is to help coordinate all aspects of your financial life as we actively manage and care for your assets. This enables you to spend more time on the other important priorities in your life as you pursue your chosen retirement lifestyle and establish a legacy for your loved ones.
By emphasizing open, honest communication; embracing the latest technological tools; and finding new ways to provide greater value, we empower you to take control of your financial life.
Coordination Across All Aspects of Your Financial Life
Many of our clients refer to us as their “financial quarterback.” And they’re not far off. With a focus on comprehensive financial planning, we seek to we help coordinate all aspects of your financial life. If there is a service we cannot directly provide, we will refer you to someone who can, helping to coordinate the advice and services you receive. Outside service providers may include mortgage and real estate brokers, property and casualty insurance specialists, or estate planning attorneys and elder care resources, among many others. We also offer a broad platform of non-proprietary investment products and access to an extensive variety of portfolio managers through our affiliation with LPL Financial.
Working with Your Tax and Legal Professionals
We believe that proactive and open communication with your other professional providers, including tax and legal professionals, is critical to helping you pursue your financial goals. We work with our clients’ CPAs and attorneys to help ensure important financial decisions are not being made in a silo. We are happy to work with your existing team of attorneys or tax advisors to coordinate strategies. For your convenience, we can also provide you with referrals to the outside professionals (CPAs, attorneys) we work with on a regular basis.
You are under no obligation to use the services of our CPA referrals, and their services are not affiliated with LPL Financial or Westchester Financial Planning
Financial Planning | Investment Management | Retirement Planning