5 Smart Investing Strategies

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Your Neighbor and Friend

As a resident of the local community, company founder Russell E. Glickstern has served the wealth management and retirement planning needs of many loyal Westchester County residents. His attention to detail, focus on servicing clients and more than 25 years of experience in financial services have formed the foundation of a practice that takes pride in producing long-lasting client relationships.

Serving Generations of Westchester County Neighbors we Call Family and Friends

At Westchester Financial Planning, relationships matter most. As a resident of the local community, company founder Russell E. Glickstern has served the wealth management and retirement planning needs of multiple generations of Westchester County residents and clients. His attention to detail, focus on service and more than 30 years of experience in financial services have formed the foundation of a practice that takes pride in producing long-lasting client relationships.

Our planning process begins with a review of your goals and objectives and a discussion of these and other important topics:

Cash Flow Analysis
Savings & Emergency Funds
Retirement Accumulation
Retirement Income Planning
Education Planning
Tax Planning
Insurance Planning
Estate & Legacy Planning
Charitable Giving

“We are a financial partner dedicated to your best interests. We listen carefully to understand your unique needs as we strive to help you oversee and preserve your wealth.”

— Russell E. Glickstern, CFP^®, founder

CFP^® Certification: The Standard of Excellence

Only a select group of planners have met the rigorous education, examination, experience and ethics requirements set forth by the Certified Financial Planner Board of Standards, necessary to call themselves CERTIFIED FINANCIAL PLANNER^™ professionals or CFP^® practitioners. Russell E. Glickstern’s certification communicates his knowledge and credibility among his peers, and serves as an indication of his status as a qualified financial planner.

An Emphasis on Due Diligence

LPL Financial’s open-architecture investment platform and stringent due diligence provide us with access to a universe of industry talent to select among in constructing your portfolio. The LPL Financial Research team employs a strict, highly disciplined investment manager screening process that results in a recommended list of select, separate account managers. Managers on the recommended list must continue to meet strict criteria over time to remain on the list.

Will You Be Ready for Retirement on Your Terms?

If you have questions about how prepared you are, or how long your income may last in retirement, we will be happy to meet with you to discuss your concerns and your objectives. There’s nothing more rewarding than the confidence that comes with knowing you are on the right path to pursuing your important financial goals.

Our Mission

To offer customized investment management strategies and objective advice as we assist you on your journey toward financial independence.

5 Smart Investing Strategies

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Office:	(914) 244-9470
Fax:	(914) 244-9471