10 Grand Central 155 E 44th Street
12 th FL
New York City,
A Financial Planning firm providing financial solutions and wellness for individuals and businesses.
The value we offer
for the future.
Managing financial goals takes patience and adequate planning. Engaging with us for a financial plan is the best way to get exactly what you are looking for.
what you have.
Our team analyzes the performance of your current investments and provides suitable recommendations to optimize growth and minimize taxes. Haven't started investing? That’s ok! We will guide you on the best way to begin.
what you've built.
Life happens. Managing uncertainties and risks that may compromise your financial goals is essential. We provide insurance planning recommendations based on your current income, assets and goals.
a sustainable business.
Running a business is one thing but building a sustainable business is another. We provide solutions to business owners from risk management to building cost effective benefits that will attract and retain your team.
and attract strong employees.
We can review your current benefit packages and analyze any gaps in coverage or cost. Just getting started, we have access to several reputable companies and can create a proposals for the best offer.
for financial confidence.
We host Financial Wellness Seminars for Corporations and their employees. Our mission is to educate on how to protect your assets and optimize your investments and plan for the life you wish to live now and in the future.
Who We Serve
The community we serve
Individuals & Families
Big changes can happen in your life at any time, so you have to think carefully about financial decisions that may affect your future. Whether your family is growing or you're trying to limit the impact of a transition on your loved ones, remember your long-term goals.
Medical & Dental Professionals
We offer comprehensive financial services to medical & dental professionals at all stages of their careers. From residency to retirement, we develop specific strategies that address the unique issues and opportunities that come with your profession.
VPG provides corporations with recommendations for benefits, carve out plans for executives and qualified plan design. To ensure you retain employees we offer Financial Wellness Programs at no additional cost.
We help with business planning strategies that are designed to protect your business from the unexpected and help ensure the business you’ve worked so hard to build withstands the test of time.
Our proven process that helps us get to know you, discover your needs and provide sound solutions.
We have spent over 10 years working with individuals and businesses to bridge a need and solution for financial security. We understand addressing finances can be daunting and so we make it effortless by holding your hand through a process to get to the finish line.
It's all about you.
The first step in providing recommendations starts with a DISCOVERY MEETING to understand your goals and where you are right now. We seek to unveil what's most important to you and what do you want your life to look like in the future.
Let's determine your needs.
Once we understand what is important to you, we need to dive deeper into your financial picture today. Once we do this we can IDENTIFY where the gaps are, how to prioritize and which client engagement will work best for you.
Let's find the solution.
Using our experience, state-of-the-art planning technology and our network we will provide a recommendation on how to SOLVE your needs. We will present options that will be decided by you.
Implement Take action.
Once you decide on your solution we will IMPLEMENT. Our team will walk you through the process of your implementation with weekly updates, direction and answers until your plan is in place.
Monitor Let's keep an eye on your plans.
Once we have completed your implementation we don’t stop there. We will MONITOR and review your plan, policies and accounts annually to ensure you are on track and apply any additional solutions needed. Our team is at your disposal to provide any servicing needed between our reviews.
Learn more about us
J.P. Morgan | Q2 Guide To The Markets
Thurs. | April 28th @12PM | Zoom
Join our guest speaker, Jordan Jackson, Vice President, Global Market Strategist, for a Q2 Outlook on both the domestic and global economies.
Understanding Medicare and Social Security Wed. | May 11th @12PM | Zoom
Join us for a two part educational webinar about Medicare and Social Security. Topics of discussion:MedicareWhat are the different parts? How do Supplement and Advantage Plans Compare? When to enroll to avoid penalties? What should I consider before enrolling?Social SecurityFunding and spending. Filing as a young couple and older couple. Filing for divorcees, surviving spouses and single claimant. Pulling it all together as it relates to your retirement income
Wed. | June 8th @12PM | Zoom
Don't understand exactly what an annuity is or how it works? You are not alone! Join us for an educational webinar on understanding the types, features, benefits and fees of annuities. We will share how it fit's into an individuals diversification of assets and how it can protect retirement income.