What Exactly does a Financial Professional Do? Do I really need it?
A financial professional is your planning partner. Let’s say you want to retire in 20 years or send your child to a private university in 10 years. To accomplish your goals, you may need a skilled professional with the right licenses to help make these plans a reality. That’s where a financial professional comes in.
Do You Need Financial Advice?
Do you have goals you can’t seem to reach?
Do you hope to one day comfortably retire?
Are you a business owner who needs to implement 401(k), defined benefit, profit sharing and deferred compensation plans?
What We Can Help You With
Comprehensive Financial Planning
We like to begin each client relationship with a personal financial plan designed to identify long-term goals as well as a strategy to implement the plan in light of risk tolerance and time horizon.
Personal Risk Management
Unforseen events can put a damper on even the most well thought out financial plan. It is important to anticipate the possibility of these events and mitigate their potential damage in the most cost-effective manner. We will review your insurance programs (life, disability, long term care, group health) to reveal the scope and depth of coverage and identify gaps and overlaps.
With a review of your current estate plan, calculation of current estate tax liability, and a discussion of appropriate estate planning techniques, we strive to help you reduce your estate taxes and enhance your family’s inheritance.
Fee-Based Asset Management
Our firm works on fee-based compensation. This takes commissions out of the equation and helps to ensure that you receive objective advice that fits your particular needs, not some hidden agenda.
We work together to design a program to help secure your desired lifestyle and objectives.
We will advise you on which retirement plan is right for your company. We will design and implement 401(k), defined benefit, profit sharing and deferred compensation plans.
Our Approach to Finance
Today’s investment climate offers many opportunities. At Andrew Feldman Associates, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
1. A clear understanding of their financial goals
2. A well-defined roadmap for achieving those goals
3. Ongoing advice to help adjust their roadmap when their needs change
Check the background of financial professionals on FINRA's BrokerCheck
Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AL, CA, CO, CT, FL, IL, MA, NC, NJ, NY, PA, TX, VA and VT.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Andrew Feldman Associates, Inc. and Cambridge are not affiliated.
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