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Crafting Financial Security for all Generations

Family Financial NY takes a slightly different approach to Financial Planning. We craft strategies to the variety of multi-generational issues and uncertainties families face from college to elder care while maintaining harmony amongst family members.

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Welcome to Family Financial NY

Our goal is to merge our professionalism and empathy with our team of legal advisors, financial experts, health insurance (Medicare/Medicaid) advocates, long-term care advocates and social work support in the community to create a harmonious and seamless blending of efforts during your stressful times.

We craft plans to address the common concerns about a parent’s or adult child’s finances: unexpected job loss, health decline or what is currently very common - longevity. FFNY crafts strategies. We work hard for you while focusing on maintaining a harmonious outcome with the utmost respect and consideration for your family members.

Call us now at 914-468-0186 or by visiting us on the web at www.familyfinancialny.com.

FAMILY FINANCIAL PLANNING

Uncertainty leaves room for opportunity. At Family Financial NY, we can solidify tomorrow by planning today. As Warren Buffett once said, “You can sit in the shade tomorrow because of the tree you planted today.”

LONG-TERM CARE AND MEDICAID PLANNING

Long Term Care and Medicaid planning is the process of arranging a person’s finances to align them with the Medicaid rules. The principal goal of long term care planning is to get the maximum amount of benefits available under the law while preserving assets.

Often, assets can be converted to income instead of directly spent on the cost of care. That’s where the use of Medicaid compliant annuities and certain protective trusts come into play. Our Medicaid planning team can give you all of the proven techniques developed according to Medicaid rules to help you shift your available resources from what must be spent down to what can be protected. We will introduce you to the right tools available to help you achieve your objective. Contact us and learn how to stop spending down today.

INSURANCE AND INVESTMENT SERVICES

A good defense is the best offense. Let Family Financial NY surround you and your family with our leading insurance policies. With our sophisticated investment strategies, we will help you work toward building long-term profitability through short-term planning.

Retirement and PENSION PLANNING

At Family Financial NY, we specialize in tailoring both individual and corporate plans to not only fit your current situation but also to provide a foundation for future growth. Our background as pension fiduciaries has trained us to treat individual plans with the same rigorous standards we apply to our corporate 401k and pension plans

Our Areas of Expertise

Market Summary


College Planning

Rising education costs require a forward-thinking plan. Family Financial NY can help you prepare for one of life’s biggest investments.

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401k & IRA Rollovers

Managing your company’s 401k program can seem complicated, but Family Financial NY can simplify it. Our comprehensive benefit strategies will leave your employees feeling confident about their plan. We can also apply our expertise to individual IRA rollovers.

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