After we get to know you, we can show you what we are capable of. Our Comprehensive Financial Plans take a holistic view to your situation and goals. The Opportunity Cost of one dollar utilized in one area, means it is not being utilized elsewhere. Everything is connected, so it’s imperative to build a plan around every variable.

We focus on the three L’s:

life, longevity and legacy.

Every financial situation is different, and there’s no one-size-fits-all approach to growing wealth. As a Certified Financial Planner, Marc Linsky specializes in wealth management and building customized investment portfolios. We understand your risk profile, investment time horizon, and expected future life events. The investment world is a difficult place to navigate, and we’d like to help guide you. We have ways to provide market correction protection, while still taking advantage of growth opportunities.

Due to the improvements in medicine and technology, people are living longer than ever. A common concern among clients is outliving their wealth. We don’t just focus on the now. We focus on the future, as well. Together, our plan prepares for your retirement and ensures that you understand how your income will replaced so you can focus on the things that you enjoy. Also, what happens if you get sick? It’s important to have a plan that protects your assets from the different twists and turns life has to offer. You want to retire to reduce stress, not increase it.

We understand that your family is important, and aim to help you best prepare for their future. Wealth building ensures that you will not only have a stress-free retirement, but that the next generation of your family’s wealth is passed down according to your wishes. Don’t feel guilty utilizing your hard-earned assets for your enjoyment in retirement, especially when you have a customized legacy plan in place.

Our Process

Our process is simple, to the point, and ensures you understand each and every step along the way. With three steps, we put together the pieces of the puzzle that form a customized plan specific to your goals.

1

Initial

Meeting

This is when we get to know each other. We take an initial dive into your personal and financial information, while learning about your preferences and goals through targeted questions and conversation.

2

Current

Allocation

After we both determine it’s a good fit, we work together to create a list of your existing assets and break everything down in a way that makes it easy for you to understand how everything is currently allocated.

3

Comprehensive

Financial Plan

Once we know you, your goals, and your assets, we can create a personal financial plan based on the information you told us is important to you and your family.

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