Wealth Management Solutions, LLC

CONNECT

Address:

700 Veterans Memorial Highway Suite 205
Hauppauge, NY 11788

Phone:

(631) 382-5012

Fax/Other:

(631) 980-7639

Our Services

We serve individuals and businesses in all areas of financial management, including:

  • Education funding
    Recommending investment and accumulation strategies to help you pay for your children's education.  Helping you navigate the complicated financial aid system so as to maximize your eligibility for need-based aid.
  • 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.
  • 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.
  • Risk management
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
  • Estate preservation
    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.
  • Tax management
    Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck