Financial Planning

“Someone’s sitting in the shade today because someone planted a tree a long time ago.”

Warren Buffett

Your Financial Plan

We will become familiar with your particular financial circumstance: Your goals, time horizon, resources, prospects, and risk tolerance. We will design and deliver a customized financial plan which, as applicable, will address the following:

  • Your Current Financial Position
  • Assets, Debts, Income, and Expenses
  • Cash flow projections
  • Saving for college
  • Investment planning
  • Tax management
  • Long-term care planning
  • Estate planning

Your financial plan will be designed to be a dynamic resource which we will review with you and update annually (or as circumstances dictate.

Estate Planning

Not everyone needs estate planning. For some, a few basic documents (e.g., Will, Power of Attorney) will suffice. For others, estate planning can be critically important. Do you have children under the age of 18? Do you have a child with special needs? Do you, or your spouse, have children from a prior marriage? Do you have property in more than one state? Do you live in a state with an estate tax? Do you have a financial interest in a closely held business? Do you want any charitable interest to be a beneficiary of your estate? Would you benefit from strategies to reduce your taxable estate? If so, you likely would benefit from estate planning.

Estate planning extends beyond purely financial considerations. Do you have a preference between burial and cremation? Do you have a health care proxy?

We can work with you to identify estate-related issues (and opportunities) and we will work with your estate attorney and accountant, as necessary, to ensure that your estate planning is aligned with your overall financial objectives.

RWP Capital and LPL Financial do not provide legal advice or services.

Tax Mitigation

Tax planning plays a significant role in virtually every aspect of financial planning. As they say: “It’s not what you earn, it’s what you keep”. We will work with you to identify tax-saving strategies in the following areas:

  • Income Deferral & Planning
  • Investment Income and Gains
  • Retirement Asset Distribution
  • Like-kind Investment Exchanges
  • Estate Taxation and Probate
  • Tax Advantaged Charitable Giving and Trusts

Your Financial Plan. Your Future.

Get Started

440 Mamaroneck Ave. Suite 403
Harrison NY 10528
914.220.6195

We are proud recipients of the CERTIFIED FINANCIAL PLANNER™ designation. We are dedicated fiduciary retirement planners.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Independent Advisor Alliance, a Registered Investment Adviser. Independent Advisor Alliance, RWP Capital, and Rightirement Wealth Partners are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Pursuant to CA Insurance Code Section 1726 Allen Hodys Domicile State NY - CA Insurance #2122805 William Brancaccio Domicile State NY - CA Insurance #0L02737

Rightirement Wealth Partners
4 W. Red Oak Lane, Suite 300 White Plains, NY 10604
914.220.6196