Services

What We Do

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

🙟🗶🙝

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

Not sure if our service levels or à la carte<b> </b>services are right for you?

Not sure if our service levels or à la carte services are right for you?

$ymbil might be a good path.

$ymbil is a dynamic online investment adviser platform that assesses the risk profile of an investor and recommends a risk-appropriate managed portfolio.

Available to anyone who is 18 years old or older, holds a permanent U.S. address, and is a legal U.S. resident or U.S. citizen, with a minimum investment of $500 as an initial investment.

Learn more about $ymbil

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