Welcome to our financial planning firm, where we are practioners with corporate employees to optimize their benefits and pursue their financial goals. We understand that corporate benefits, such as 401Ks, Deferred Compensation plans, Stock options, and ESPP plans, can be complicated and overwhelming to navigate. That's where we come in.
Our experienced Certified Financial Planners™ are here to help you understand the benefits available to you and make informed decisions about how to leverage them. We work with you to develop a customized financial plan that aligns with your short-term and long-term goals.
One of the key areas we focus on is asset allocation within your 401K and other investment accounts. Our team of experts will work with you to ensure that your investments are properly diversified, and that you have the right mix of assets to help you reach your goals.
We also understand the importance of tax planning when it comes to your corporate benefits. Our team will work with you to develop a tax-efficient strategy with the aim of minimizing your tax liability.
In addition to helping you manage your corporate benefits, we also offer a range of other financial planning services, including retirement planning, estate planning, and risk management. We can help you create a comprehensive plan that covers all aspects of your financial life, helping you work towards your goals.
If you're a corporate employee looking to maximize your benefits and plan for a confident financial future, we're here to help. Contact us today to schedule a consultation with one of our experienced financial planners.
Federal employees have specific benefits, including FEGLI, thrift savings plans, pensions, and pension offsets as they relate to Social Security. Our firm can help you navigate these benefits and develop a financial plan that meets your unique needs.
Educators often do not receive Social Security benefits and have unique retirement plans, such as Teacher Retirement System, 403Bs, and ORPs. We can help you navigate these retirement plans and ensure that you have a comprehensive financial plan that meets your retirement goals.
No matter your background or financial situation, we are here to provide you with professional, experienced financial guidance. Contact us today to schedule a consultation and start your financial planning journey.
LPL Financial and Midtown Financial Group do not offer tax advice or services. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. There are no guarantees that working with an advisor will yield positive returns. All investing involves risk including loss of principal. No strategy assures success or protects against loss