In house advisors possess a wealth of knowledge on current and emerging financial issues. We will help you devise a plan by offering comprehensive financial planning services for individuals, businesses, partnerships, foundations, charitable organizations, trusts and estates.

Developing a strategy to the fulfill of your ultimate financial goals is what we do best.

• expertise and understanding
• new and sophisticated approaches
• professionalism to deliver the best possible results
• analysis of individual client needs

Strategic management of financial resources

Advisory services include:

• Retirement planning
• Asset allocation and positioning
• Estate planning needs
• Risk management
• Charitable planning
• Analysis of income tax issues
• Business succession strategies
• Cash flow and debt management
• Executive compensation issues

Chief of Financial Dept.

Michael Friman 646 327 3890