Bespoke Wealth Management, Inc.

Bespoke Wealth Management, Inc. We specialize in Personal Estate & Business Advising.

Mortgage protection insurance has become a very inexpensive way to protect your family. With customizable plans to matc...
09/01/2021

Mortgage protection insurance has become a very inexpensive way to protect your family. With customizable plans to match your loan duration and loan amount, you can rest easy knowing your mortgage will be paid off in the event of a premature death and your family can live in the house you planned for them to live in.

Once you are done talking, you can make a decision and just do it. Successful people just do and then talk after! ...
08/30/2021

Once you are done talking, you can make a decision and just do it. Successful people just do and then talk after!

Too often we see businesses in the follow scenarios:a) They have a Buy-Sell Agreement, but it is not fundedb) They do no...
08/27/2021

Too often we see businesses in the follow scenarios:
a) They have a Buy-Sell Agreement, but it is not funded
b) They do not have a Buy-Sell Agreement
c) One partner died & the other partner is forced to do business with his/her late-partner's spouse.

By using life insurance to fund an agreement, this is a Tax-Free strategy to maintain control in the event of a premature death of a business partner.

Without proper planning & financial planning strategies, government benefit programs can be affected in the event of ass...
08/25/2021

Without proper planning & financial planning strategies, government benefit programs can be affected in the event of asset and benefit transfers to a special needs child upon a parent's death. There are many strategies designed to protect and distribute these proceeds to a child with special needs.

Contact us today to learn more about distributing assets & benefits to someone with special needs & uses government benefit programs.

By setting up the right environment around you, it will allow you to achieve your goals. We always here the expression ...
08/23/2021

By setting up the right environment around you, it will allow you to achieve your goals. We always here the expression "if I had this, I could have done this..." Preparation is the key to success.

Life insurance proceeds can be used for a variety of expenses but ultimately lessons the financial burden on the decease...
08/20/2021

Life insurance proceeds can be used for a variety of expenses but ultimately lessons the financial burden on the deceased's family. Most people don't realize the costs that occur post-death and the strain financially they can cause. A simple final expense policy can avoid some of those financial headaches.

To often people are retiring & just choosing a pension option that's on their paperwork rather than evaluating all scena...
08/18/2021

To often people are retiring & just choosing a pension option that's on their paperwork rather than evaluating all scenarios. Pension Maximization Plans have become a very powerful retirement strategy to "have your cake & eat it too".

To learn more about how these powerful retirement strategies work, reach out to us today!

Every successful person puts in their time, the trick of it all is to find something you enjoy doing so that it is no lo...
08/16/2021

Every successful person puts in their time, the trick of it all is to find something you enjoy doing so that it is no longer considered work!

Life insurance can be used as collateral for business loans. Some business and real estate loans will require a specific...
08/13/2021

Life insurance can be used as collateral for business loans. Some business and real estate loans will require a specific amount of collateralized life insurance.

Get coverage now before you are uninsurable and unable to secure favorable business financing.

With advances in technology, research and medicine, life expectancies have dramatically increased. With more longevity ...
08/11/2021

With advances in technology, research and medicine, life expectancies have dramatically increased. With more longevity comes more risk of outliving your investments and income. There are financial strategies that guarantee against that.

Contact us today to learn more about guaranteed lifetime income!

The seemingly impossible is something you can accomplish, the problem is you usually psych yourself out. Anything you se...
08/09/2021

The seemingly impossible is something you can accomplish, the problem is you usually psych yourself out. Anything you set your mind and heart to can be accomplished!

Death Benefit proceeds from life insurance can be used to pay off outstanding debts and reduce or remove liabilities fro...
08/06/2021

Death Benefit proceeds from life insurance can be used to pay off outstanding debts and reduce or remove liabilities from your financial picture.

Address

125 Froehlich Farms Boulevard
Woodbury, NY
11797

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm

Telephone

+16468200306

Website

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