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Comprehensive Financial Planning

Our Approach to Financial Planning

At Westchester Financial Planning, comprehensive financial planning is more than just a service—it’s the cornerstone of how we empower individuals and families to build, preserve, and manage wealth. By integrating strategies for retirement, investment, education, tax, and estate planning, we create personalized plans designed to help you pursue your financial and lifestyle goals.
We understand that every client is unique, and that’s why our approach goes beyond numbers to include a deep understanding of your goals, values, and challenges. Whether you’re preparing for retirement, navigating life’s uncertainties, or planning a legacy, our comprehensive planning framework can help you stay on track.

Our Approach to Financial Planning

Without a well-defined plan, measuring progress and adapting to life’s changes can be challenging. At Westchester Financial Planning, our process helps you:

Assess Your Financial Landscape

We start by gaining a thorough understanding of your current situation, goals, and aspirations.

Identify and Overcome Challenges

Family dynamics, unexpected events, and market fluctuations are factored into a resilient plan.

Explore Opportunities

We highlight both traditional and innovative investment avenues tailored to your goals and preferences.

Optimize Tax Strategies

Learn ways to minimize tax liabilities and maximize savings.

Adapt to Change

Life happens—whether it’s a career shift, a major purchase, or a family milestone, we help you remain agile so your plan evolves with you.

Simplify Complexities

Through both education and streamlined processes, we help reduce financial anxiety and empower you to make informed decisions.

Why Choose Westchester Financial Planning?

Choosing the right financial advisor can be daunting. With Russell Glickstern, a CERTIFIED FINANCIAL PLANNER™ (CFP®) and founder of Westchester Financial Planning, you gain access to over 36 years of experience and an unwavering commitment to your best interests.

  • Client-Centric Approach: Russell prioritizes your goals above all, offering customized strategies tailored to your needs.
  • Proven Excellence: As a 2023 Five Star Wealth Manager Award recipient*, Russell is recognized for his dedication to providing quality service. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of   2023 Five Star Wealth Managers.
  • Community Connection: A Westchester resident for over 27 years, Russell understands the unique needs of the community he serves.
  • Independence: As an independent LPL financial advisor, we are free from obligations to product providers or investment banks, so our advice remains independent and focused on your best interests.
What Sets a CFP® Apart?

What Sets a CFP® Apart?

Working with a CFP® means partnering with a professional who has met rigorous education, ethical, and examination standards. CFP®s are proficient in areas like:

  • Retirement planning

  • Tax strategies

  • Estate management

  • Investment planning

By choosing a CFP®, you can know that your financial planner operates with the highest level of integrity and experience.

Frequently Asked Questions

What is comprehensive financial planning?
Comprehensive financial planning integrates multiple financial disciplines—retirement, investments, tax strategies, and more—into one cohesive plan tailored to your unique goals.

How is your approach personalized?
We start with an in-depth conversation about your current financial situation, goals, and concerns. From there, we craft a plan that evolves as your needs and circumstances change.

Why should I work with a CFP®?
A CERTIFIED FINANCIAL PLANNER™ brings a higher level of experience, accountability, and ethical commitment so that you receive disinterested and independent advice.

How often will my plan be reviewed?
We recommend reviewing your plan at least annually, but we can conduct more regular reviews or adjust as major life events and market changes occur.

Simplified Financial Planning for Greater Confidence

Simplified Financial Planning for Greater Confidence

Our mission at Westchester Financial Planning is to simplify financial planning, making it accessible and stress-free. By working with us, you gain clarity, confidence, and a partner who is fully invested in your success.

Ready to take the next step? Contact us to schedule a consultation and see what professional advice can do to help you pursue your financial goals.

Russell Glickstern

Russell Glickstern

Wealth Advisor

914-244-9470

914-244-9471

russell.glickstern@lpl.com

Russell Glickstern, CERTIFIED FINANCIAL PLANNER™ (CFP®), is the founder and principal of Westchester Financial Planning. Over the course of more than 33 years, he has helped generations of his clients pursue their financial goals.

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