Personal Financial Planning

You work hard for your money—don’t you want someone working just as hard to help you make the most of it? Hiring the right financial planner to help you develop and maintain the proper financial planning, that’s custom-tailored to meet your needs, is integral to ensuring your financial success.

Focus on what’s important. We’ll help with the rest.

What does financial peace of mind look like for you? How good would it feel to know that all of your financial goals are on track?

At DeFreitas & Minsky, LLP, your personal Certified Financial Planner is the partner you need to make every aspect of your financial life work for you. You’ll have someone keeping you on track to reach your goals, supporting you in your financial decisions, and giving you the insights you need to make the money moves that are best for you.

The time at which you enlist the services of a CPA for tax preparation assistance is a solid starting point for establishing a financial plan because your tax return serves as a snapshot of your current income flow, which is where your advisor will begin when devising your plan.

Based on your current financial state and your future life goals, our experienced financial planner is able to predict your future cash flows and asset values, enabling us to create the perfect financial plan to keep your finances on track.

Accountant Long Island NY

What Our Personal Financial Planning Services Entail

We take our clients’ needs and assets, as well as their families’ security, into account. A financial planner manages wealth for both short and long-term financial goals. Each plan is tailored to a specific set of goals:

Investment Planning
A financial planner sets goals on what potential and future investments are realistic without causing high risk.

Retirement Planning
Our personal financial planning services will ensure independence at retirement by setting strategies for 401Ks, IRAs, and more.

Estate Planning
Our financial planners can manage and maintain the wealth of all your assets for the future.

Risk Management
Our financial planners can manage cash flows through well-thought-out and executed insurance practices.

Liability Management
Our financial planners can observe and enhance cash flows to fit with your lifestyle.

Tax Planning
Each tax year you will be ensured with the proper effort to reduce tax liabilities and ease cash flows.

When it comes to Personal Financial Planning, Tax Services is an important aspect to consider. Our trusted consultants strive to give our clients the comfort of knowing their tax returns are taken care of. Our organizational skills allow us to have any documents on hand regarding tax returns. We keep up-to-date with any and all tax laws and get you optimal tax return gains.

The process of Personal Finance Planning

Proper personal financial planning takes a number of steps both taken by our certified financial planners and our clients so we remain on the same page. Our concerns are our clients’ financial stabilities. To build a customized and efficient financial plan for our customers, we embark on a six-step process:

  • Discuss financial goals with the client
  • Gather useful information on the client
  • Analyze information
  • Construct a financial plan
  • Implement financial strategies
  • Monitor the plan

DeFreitas and Minsky, LLP is your premier personal financial planning services provider because our team is not only composed of certified public accountants but certified financial planners, too, ensuring that your accountants and advisors have top-notch qualifications and expansive knowledge of the services that we provide.

For more information regarding our Long Island personal financial planning services, please call our office at (516) 746-6322

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Get In Touch

Have a question? We have the answer. Feel free to contact us using our info below. We'll be in touch as soon as possible.

Office

30 Jericho Executive Plaza
Suite 500W
Jericho, NY 11753

Call Us

Fax

(516) 746-8679

Hours

Mon thru Fri | 9am - 5pm
Sat & Sun | Closed