Any one, any age, looking for help in reaching their financial goals and financial peace of mind can benefit from working with a good financial advisor on a regular or as-needed basis. Each individual’s situation is unique. Someone just starting out may need a long-term plan of action, while someone else already on the road to achieving their goals may just need help with an important decision, a review of their situation, or a second opinion on other advice they have received. That’s why we custom tailor our services to meet each client’s individual needs.

Any individual or family seeking financial peace of mine can benefit from our services. We serve people at all income levels and from all walks of life. Clients have the flexibility to work with us on either a one-time, as-needed basis or on an ongoing basis. We welcome clients who simply need a one-time financial consultation or second opinion, as well as those who need comprehensive financial planning. In addition, any corporation or organization seeking quality, unbiased financial education for their employees or members can benefit from our financial education programs.

No, we have no minimum requirements for hourly engagements.

No. Although a comprehensive financial plan may yield the greatest benefits, we can focus our services on specific needs like cash management, investment analysis, retirement planning or college funding – whatever is critical to you right now.

Yes, we will be happy to visit with you about your situation.

MY Financial Services, LLC advisors have no minimum income levels or net worth requirements. We realize that everyone has financial questions. We are proud to work with people from all income levels and all walks of life.  Remember, you don’t have to have a fortune to start building one.

Yes. People who need more sophisticated planning or advice will find our services appealing and beneficial.

While MY Financial Services, LLC does not sell financial products, we will offer specific recommendations regarding the purchase of financial products that may be appropriate for you. So, if you need to obtain an insurance policy or a new mortgage, invest in a portfolio of mutual funds, or find an estate planning attorney or accountant, we can direct you to the resources you need and/or help you obtain these products and services.

Corporate education is vital in building employee participation. The Managing Member of MY Financial Services, LLC has over 30 years of experience working with employees benefits.  We can help your people understand their employee benefits of your programs. Please call to discuss your specific needs. We can custom-build an educational program for your company. We can also provide services for executives and staff if desired.

Yes. We provide advice on all types of securities, including mutual funds, stocks, stock options, bonds, bank deposits, variable and fixed annuities, limited partnerships and tax shelters. We also provide advice on mortgages, budgeting and cash flow issues, 401(k), 403(b) and other retirement programs, life and disability insurance, and more. We also encourage our clients to call us with more common everyday questions, such as: “How should I invest within my 401(k) or 403(b) plan?”; “How can I reduce my taxes?”; “What advice can you offer on refinancing my home?” or “How can I maximize my Flex Spending Account, Cafeteria Plan or Section 125 Plan at work?”

MY Financial Services, LLC fees are either hourly or a fixed fee, based on the actual time involved in meeting with a client in person or via the phone, researching and analyzing that client’s current situation, and providing specific recommendations and implementation assistance (if appropriate). We provide prospective clients with firm quotes of their estimated fees at the end of an initial no-obligation Get Acquainted session.

While we do not sell financial products, we will offer specific recommendations and opinions regarding the purchase of the various financial products that may be appropriate for you. So, if you need to obtain an insurance policy or a new mortgage, invest into a portfolio of mutual funds, or find an estate planning attorney or tax professional, we can direct you to the resources you need and/or help you obtain these products and services. If appropriate, we can also help you implement your plan and set up your accounts.

No, you are not! We offer recommendations to meet your needs and objectives, but you are under no obligation to purchase anything. We also recognize the importance of shopping around for the best available product or service.

The first step is an initial inquiry from you. Call us at (845) 570-1106, or email us through the Contact US inquiry from. We offer an initial no-cost, no-obligation Get Acquainted meeting, either on the phone or in your home or office. Contact us to schedule a time that is convenient for you. We can discuss which of our services may be appropriate for you during this meeting.