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.
“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.”
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.
Call: (212)-869-7266 or send us an email to schedule a free consultation at: Cliffordmichaels@conservativeadvice.com
Not at all, we work with people in many states across the country.
The purchase of life insurance is typically triggered by a life event, such as marriage, the birth of a child, a home purchase or a job promotion. So, it is not uncommon for many people to change their life insurance coverage three or four or even eight times throughout their lifetime.
If you’re just starting to take charge of your financial future, it can be stressful approaching financial planning with confidence. Do you ever talk to your bank or financial manager and think that they’re speaking a foreign language?
Remember your mid-twenties when retirement seemed like a lifetime away, and living paycheck to paycheck was not only the norm, but your reality. ‘If only I knew then what I know now’ can be heard echoing throughout offices in banks around the country.
Phone: 212-869-7266
Fax: 212-656-1014
Toll Free: 800-423-8424
Email: cliffordmichaels@conservativeadvice.com
440 Park Avenue South, 3rd floor, New York, NY 10016
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