I am Louis Feldman, CFP®, JD, CPA/PFS and thank you very much for visiting my website.  The information on the website is to help you gain a better understanding of the financial concepts behind; financial, retirement, and estate planning, as well as budgeting and cash flows, taxes, and wealth preservation. This site provides a wide range of information to help educate you on planning for your retirement.

For most individuals, retirement is always a goal. It's something many people strive for. Unfortunately, life finds a way of making this aim all but unattainable if YOU DON'T PLAN. Many people approach the subject of retirement with little knowledge about how to even begin. As you become more educated about retirement planning, you quickly learn retiring is POSSIBLE! However, planning is Required. When planning for retirement, we work to protect your individual best interests while offering the peace of mind that comes from knowing that you will be better prepared as you enter and continue to live through your retirement years. Do not wait until it's too late to explore your retirement options. 

Whether you are just starting out, accumulating wealth, getting ready to retire, living in retirement, recently divorced or recently widowed, we provide comprehensive personal financial planning services that help you navigate through life's financial mines. We do not believe in "one size fits all" when it comes to helping you pursue your long-term financial goals. We believe in providing individuals with guidance based on the unique particulars of their circumstances. Helping you fulfill your goals is our mission.

Through our comprehensive approach, we look at your bigger picture, making sure all the parts that make up your financial life are in sync to accomplish what you are trying to pursue. Because no two retirees have identical situations or objectives, each case must be individually considered. We will review various factors affecting your retirement before reaching a solution, such as reviewing; savings strategies, cash flow needs, which savings or retirement account to withdraw from first, pension distributions, social security claiming strategies, the affect of income taxes, healthcare expenses and others. No single facet can be considered in a vacuum. The process is a little like putting together a puzzle with many parts. Long-term, our commitment is to understand you and your family by developing longstanding trusted relationships that will allow us to provide dynamic solutions as your needs and desires evolve. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. You've worked hard and earned what you have accumulated thus far, so let us work hard to help guide you towards a better future for yourself and your loved ones.  

Please feel free to
contact us to see how our services can benefit your today and your tomorrow needs.