Advisors at SEASONS OF ADVICE WEALTH MANAGEMENT deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, advise you on strategies for harnessing its potential and recommend ways to protect what is most important to you. The Seasons of Advice® approach is designed to help make managing your financial life easier and more reward
ing, while fully re-evaluating your plan each year. Seasons of Advice® focuses on the following four seasons:
Goal Tracking Season– We examine your progress, re-evaluate assumptions and possibly re-set goals and priorities for the year. Asset Allocation Season – Incorporating the criteria established in goal tracking we examine risk tolerance, investment time frame and create an investment strategy for the next twelve months. Mid-Year Reviews - Family, Security and Cash Flow Season– Cash flow is revisited and there is a complete review of estate planning strategies, beneficiary designations and employee benefits, including the annual insurance reviews. Tax Planning Season –We evaluate your investments and provide tax-wise recommendations, plus we can coordinate with your accountant to help you make informed decisions about your investments during the next tax season. Areas of Focus
LGBT and Same-Sex Married Couple/Domestic Partner Planning
Wealth Management
Retirement Planning Strategies
Estate Planning Strategies
Saving for Education
Meeting with a SEASONS OF ADVICE WEALTH MANAGEMENT advisor is an opportunity to examine your goals and dreams. You're under no obligation; your initial meeting with a SEASONS OF ADVICE WEALTH MANAGEMENT advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential strategies. While you won't receive a comprehensive review or financial planning services, you should expect to get a good sense of what it might be like to work together. We’ll use the ongoing Seasons of Advice® model that features four pre-scheduled Seasonal Planning® meetings that help keep you on track. What to bring
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention. A list of dreams and financial goals you would like to achieve and time frame. If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives. Community Participation:
1.Broadway Cares/Equity Fights AIDS - Angel Circle Supporter;
2.Dancers Responding to AIDS - Leadership Supporter, Fire Island Dance Festival;
3.Chelsea Gardens Owners Corp. (Serve on board of Manhattan residential co-operative);
4.City Harvest NYC - Food Bank Volunteer;
5.LGBT Community Center, New York City;
6.Stonewall Library & Archives of South Florida, Fort Lauderdale, FL
