FAQs
- What education and/or training do you have that relates to your work?
• Bar Admissions: NY Appellate Division, 2nd Dept., NJ State and Federal District Court, District of NJ • Certified Financial Planner (CFP®) • Accredited Estate Planner (AEP®) • Certified Exit Planning Advisor (CEPA®)
- What types of customers have you worked with?
I've had the opportunity to work with a wide range of clients, each with their own unique financial goals and situations. From high-net-worth families looking for comprehensive estate and financial planning to business owners navigating complex business exit strategies, I've provided tailored solutions that match their needs. I've also assisted individuals and families interested in charitable planning, asset protection trusts, and estate tax minimization, ensuring their financial goals align with their values. Every client brings a different perspective, and I focus on creating personalized strategies that match their individual objectives.
- What advice would you give a customer looking to hire a provider in your area of work?
When hiring a provider in the field of estate planning, private client services, or financial planning, here is some advice for customers to consider: Assess Your Needs and Goals: Clearly define your financial objectives, whether it's estate planning, asset protection, wealth transfer, or retirement planning. This will help you identify the type of professional you need. Research and Credentials: Look for providers with relevant qualifications and credentials. Check if they are certified financial planners (CFPs), estate planning attorneys, or possess other relevant designations. Experience and Specialization: Prioritize professionals with experience in your specific area of need, whether it's estate planning, private client services, or financial planning. Specialized knowledge is valuable. Check References and Reviews: Seek recommendations from friends, family, or colleagues who have worked with similar professionals. Online reviews and testimonials can also provide insights into the provider's reputation. Transparency and Communication: Opt for professionals who communicate clearly and transparently. They should be willing to explain complex concepts in understandable terms and answer your questions. Fee Structure and Costs: Understand the provider's fee structure upfront. Whether it's hourly rates, flat fees, or a percentage of assets, ensure you're comfortable with their pricing model. Alignment of Values: Choose a provider whose values align with your own. For instance, if philanthropy is important to you, consider professionals who incorporate charitable planning. Initial Consultation: Schedule an initial consultation with potential providers. This is an opportunity to discuss your goals, ask questions, and gauge their expertise and approach. Personalized Approach: Look for providers who offer personalized solutions. Avoid those who offer one-size-fits-all plans without considering your unique circumstances. Track Record of Success: Inquire about their track record in achieving positive outcomes for clients. Request case studies or examples of how they've helped clients in similar situations. Holistic Perspective: Seek professionals who consider your entire financial picture. A holistic approach to financial planning takes into account various aspects of your life. Legal and Ethical Practices: Ensure the provider adheres to ethical standards and follows legal guidelines. Verify their professional licensing and affiliations with relevant organizations. Comfort and Rapport: Trust your instincts when it comes to comfort and rapport with the provider. You should feel at ease discussing personal financial matters with them. Clear Documentation: Request a written agreement that outlines the scope of services, fees, and responsibilities. This ensures both parties have a clear understanding of the arrangement. Continued Engagement: Consider providers who offer ongoing support and reviews of your financial plans. Financial situations evolve, so periodic check-ins are valuable. Remember that the provider you choose will play a significant role in shaping your financial future. Take your time to research, meet with potential providers, and select the one who best aligns with your goals and values.