Proudly Serving Civil Servants
in the Tri-State Area and beyond
As a former member of the NYPD, our founder knows firsthand the financial complexities you face as a police officer, firefighter, sanitation worker or teacher. We’ve been where you are when it comes to preparing for retirement while simultaneously facing everyday challenges.
With the experience and know-how we’ve built within the industry, we’re proud to have the opportunity to help you simplify your concerns so you can get back to focusing on what matters most.
How We Help
We offer financial planning services including:
Retirement Planning
Pension Option Analysis
Retirement Plan Rollovers
Traditional, Roth and SEP IRAs
Tax Implications of Such Decisions
Our Dedication is to You, Your Family
And the Needs You Share
As an independent firm, we’re able to prioritize the goals you have for your retirement, as well as the needs of your loved ones. This chapter of life is one that you’ve worked hard to achieve, which is why we’ll work with you to ensure your needs are met in an objective and forthright manner.
Our Fees
With transparency and a commitment to our relationship in mind, you can look forward to knowing the details of our services - including the costs associated. All fees will be fully disclosed and discussed during our initial conversation but assets will be managed as shown here:
Account Value | Annual Fee |
| $0 - $50,000 | 1.1% |
| $50,000 - $100,000 | 1% |
| $100,000 - $250,000 | 0.8% |
| $250,000 - $500,000 | 0.7% |
| $500,000 and Above | 0.6% |
Disclaimer: Other direct costs may include program and strategist fees.