Almost any large nonprofit organization has a planned giving department that will guide you through the maze of giving options available.
Direct your life toward financial success.
Envision your life with less stress and worry about retirement. Imagine an actionable financial plan that lets you focus on the more imperative things in life. This is what we aspire to bring you, your financial freedom.
You deserve someone who listens to your vision of financial freedom to help you build and accomplish a plan around it. Over the past thirty years, we have learned that experience and trust are the most valued elements of establishing a financial plan. True financial planning should focus on YOU.
What is a Certified Financial Planner, CFP®?
“A financial planner is a qualified investment professional who helps individuals and corporations meet their long-term financial objectives by analyzing the client's status and setting up a program to help the client meet those goals. Financial planners specialize in tax planning, asset allocation, risk management, retirement and/or estate planning.”
7 signs you need a CFP
1. You don’t have a financial plan
2. You don’t know your retirement gap (what you have and what you need)
3. You don’t know how much you pay for investments or what your return is
4. You don’t have a strategy for down markets
5. You don’t know what your risk is
6. You are not sure if you are saving enough money
7. You have not set up a survivor or legacy plan
We create purpose-driven financial plans for busy professionals and individuals of all backgrounds. With the ever-increasing complexity of decisions that must be made with money, we’re here to make things simple. Depending on your circumstances, we can evaluate what will be the best course of action to provide the solution for your retirement.
How do I get started?
Call: (212)-869-7266 or send us an email to schedule a free consultation at: Cliffordmichaels@conservativeadvice.com
Do I have to live near your office to work with you?
Not at all, we work with people in many states across the country.