Broker Check

Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investment Management 

($250,000 Investable Assets)

  • Review Goals and Objectives
  • Evaluate Your Risk Tolerance Profile
  • Create Net-Worth Statement
  • Examine Current Cash-Flow
  • Determine Proper Asset Allocation
  • Portfolio Rebalancing
  • Portfolio Performance
  • Tax and Cost Basis Reporting

Financial Planning

($500,000 Investable Assets)

  • Review Goals and Objectives
  • Evaluate Your Risk Tolerance Profile
  • Create Net-Worth Statement
  • Examine Current Cash-Flow
  • Determine Proper Asset Allocation
  • Portfolio Rebalancing
  • Portfolio Performance
  • Tax and Cost Basis Reporting

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  • Retirement Need Analysis / Distribution Strategies 
  • Education Funding Strategies
  • Tax Planning
  • Risk Management

Wealth Management 

($1,000,000 Investable Assets)

  • Review Goals and Objectives
  • Evaluate Your Risk Tolerance Profile
  • Create Net-Worth Statement
  • Examine Current Cash-Flow
  • Determine Proper Asset Allocation
  • Portfolio Rebalancing
  • Portfolio Performance
  • Tax and Cost Basis Reporting

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  • Retirement Need Analysis / Distribution Strategies 
  • Education Funding Strategies
  • Tax Planning
  • Risk Management

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  • Legacy / Estate Planning
  • Trust Integration
  • Charitable Giving Tax Strategies
  • Executive Compensation
    • Deferred Compensation
    • Stock Options
    • Concentrated Equity Positions
  • Business Planning
  • Account Aggregation
  • Document Vaulting

Additional services available for an hourly consulting or fixed fee as quoted: 

  • Financial Plan Development
  • Financial Plan Updates
  • Account Aggregation
  • Document Vaulting

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@cobblestonewa.com   |  (718) 633-9500