- Retirement Planning
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
- Tax Management
Making sure you don't pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
- Estate Planning
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
- Risk Management
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
- Education Funding
Recommending investment and accumulation strategies to help you pay for your children's education.
- Investment Planning
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
- Employee and Executive Benefits
Helping your business attract and retain qualified employees through benefit packages.
Gary DeLorenzo, CFP, MSFS
Registered Representative and Financial Advisor
775 Park Av, Suite 235, Huntington, NY 11743
We serve individuals and businesses in all areas of financial management.
The financial management process with Gary J Delorenzo, CFP, MSFS begins with an in depth evaluation of your current financial situation. Once we’ve established your overall objectives, we’ll focus on your specific goals. With changing economic conditions
and market swings, we advocate investing sensibly over the long term and maintaining an adequate level of insurance coverage. We work with you side by side so that you’re confident in and comfortable with the financial suggestions we make.