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.
Everyone has to pay the mortgage, but if financial gain is the sole motivation behind your goals, you won’t pursue them with the passion needed to make them a reality. To do that, you need to make serving others your guiding force.
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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