US Planning Group - A New York Corporation is committed to a relationship of mutual trust-- beginning by understanding your goals and providing the appropriate planning and solutions. Because your goals are paramount, we create the right blueprint to ensure your choices are supported. We continuously build on our professional knowledge and unwavering assistance for you, your family, and your business.

Personal Planning

We recognize that everyone's financial needs are different. We work one-on-one with clients, developing customized plans that are designed to meet specific goals. We help you identify personal strategies, measurable goals, and a benchmark against which to evaluate results.

The first step is getting to know you and understanding your dreams and aspirations. By learning who you are and where you want to go, we can determine the best way to help you get there. We'll conduct a thorough analysis of your financial situation, which includes identifying your net worth, tax scenario, risk tolerance, financial objectives, and family circumstances.

Once we have established a relationship and understand what you want to accomplish, we can begin exploring the right solutions for you. Our associates will take the time to educate you thoroughly about our financial products and services. Whether your needs include insurance, investments or advisory services, you will receive complete explanations along with our experienced recommendations.

After a plan has been established, we don't abandon you. Because needs can change, we remain in contact with you to monitor and re-evaluate your situation. If adjustments need to be made, we will amend your plan to keep you on track in the pursuit of your goals.

·      Wealth Management
·      Education Planning
·      Insurance Planning
·      Retirement Planning
·      Wealth/Estate Planning

Business Planning

For business clients, we provide trusted financial advice and services that can help enhance the profitability and ensure the continuation of your business. We work with your existing advisors, accountants and attorneys to create an important team approach to managing your company's financial needs.

We offer a wide range of products and services to protect business interests and can create a plan that can help the company you've worked to establish remain a successful enterprise.

We also provide ways to help you attract and retain top-level employees. Our Group Life, Health and Retirement Plans can provide your employees the quality benefits they deserve.

For your executives, we offer added incentives and retention programs such as Executive Bonus Plans, Key Person Insurance and Personal Financial Consulting. These additional perks help you solidify relationships with your most trusted company employees.

·     Business Succession Planning
·     Key Person Coverage
·     Buy/Sell Agreements
·     Executive Compensation Planning
·     Employee Seminars
·     Retirement Plans
·     Defined Contribution and Benefit Plans
·     Group Insurance Products

Contact me to schedule an appointment at 212-660-7410 or click here

Print-Friendly

Send to Friend

Ask a Question