Financial Consulting Services

Providing Thoughtful Answers To Your Unique Questions.


What Are Individual Financial Consulting Services?

Many people think of financial consultants as individuals a business would hire to create custom strategies to grow their capital efficiencies. At PFA we bring financial consulting services to individuals and families in New York and nation wide. Individual financial consulting services are where a financial advisor learns about your entire financial picture and creates a roadmap to achieve your future financial goals. This often takes place over the course of a few consultations, and in some cases leads to wealth management services.

What Financial Consulting Services PFA Offers:

Each individual and family has unique needs which is why each consultation is unique to the client. Our advisors will sit down with you to understand your circumstances and goals in order to come up with financial advice that's tailored to you. Financial consulting services include but are not limited to:

  • Personal Financial Planning: Through a review of family records, budgeting, estate information and financial goals you’ll receive a strong personal financial plan.
  • Portfolio Reviews: Each individual is different. Analyzing a client's current investment strategies and goals may lead to recommendations to modify the existing portfolio.
  • Insurance Reviews: We review existing policies to ensure proper coverage for life and long-term care. We also review annuities to ensure they fit the client’s needs.
  • Retirement Plan Creation: Retirement planning is one of the most important services we offer. We analyze the client's goals, time horizons, current strategies and investment plans to help the client achieve his or her retirement goals. We also suggest withdrawal strategies based on the client’s anticipated quality of life in retirement.
  • Death & Disability Reviews: We review the client's cash needs at death, income needs of surviving dependents, estate planning and disability income.

If you have questions or want to talk to a financial consultant you can call us at 718 370 3464, contact us or schedule your Free 15-20 min introductory call.