- (760) 591-7526
- (760) 454-466
- 641 Yonkers Ave, Yonkers, NY 10704
Areas of Expertise
- Financial Services
- Retirement Planning Services
- Investment Management Services
- Mortgage Planning
- Budget Planning Services
- Estate Planning Resources
- Tax Preparation Services
- English : Spoken, Written
Who We Are…
For over two decades, we’ve been helping individuals and families buy their homes, fund their children’s education, and plan for a comfortable retirement.
Our philosophy is simple:
Help people reach their Dreams & Goals by tailoring Financial and Retirement Plans specifically designed to fit their budgets, temperament, and meet their changing needs.
Just ask anyone in America today, and they’ll agree that they need to set aside more money to retire comfortably.
Unfortunately, with 20% of the average American family’s income spent on debts and 35% on State and Federal taxes, it is sometimes difficult to makes ends meet…let alone set aside that “extra” for their financial security!
In many cases, using legal, IRS-approved strategies, we can show you how to cut your taxes by as much as half! Those savings can then be used to systematically get you out of debt!
Imagine the potential financial security you could build by
putting those dollars into a financial and retirement plan, tailored specifically to help you reach your Dreams & Goals