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Financial Planning

Financial planningMark E. Feinsot, CPA, a CPA firm, specializes in financial planning services to preserve wealth and protect your assets. Our firm has a broad knowledge of financial services that gives us the insight to help clients make critical decisions that affect their future. We spend the time to develop an intimate understanding of your personal financial goals so we can coordinate a personalized plan that will allow you to feel confident and well-prepared for the years to come. We analyze your assets, sources of retirement income, investment options, and consider various alternatives for retirement planning in order to maximize the value of your estate.

Financial planning for individuals:

  • Retirement planning
  • Estate planning
  • Trust planning
  • Retirement plan evaluations (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
  • Life insurance, health insurance and disability planning
  • Mutual fund advising
  • Education funding and planning
  • Cash flow/budgeting
  • Legal documents review
  • Referrals to investment management advisors

Financial services for businesses:

  • Succession planning for businesses
  • Buy/sell agreements
  • Employee benefit plans
  • Executive compensation plans
  • Employee retention plans
  • Insurance requirements
  • Enterprise risk management

Planning adequately for your financial security requires the assistance of a qualified professional. Get your financial advice and oversight from a trusted CPA. Call (212) 631-0320 now to learn more.