Individuals & Families
You’re one of a kind. Your financial plan should be, too.
Our advisors’ independence from specific proprietary brands and products means you get a financial plan that is as unique as you are. Recommendations are tailored to your needs—no matter what life stage you’re in.
Whether you’re 25 and just starting out or 60 and ready to retire, Empire Financial Advisors will provide you with easy-to-understand strategies and a plan of action that can put you on the road to future financial growth and independence.
Financial Planning
Good financial planning is a customized, logical process that begins with your current lifestyle and goals and works with you through all of life’s phases and changes. Empire Financial Advisors uncover and understand your “now” so we can put a strategy in place to help you pursue the “tomorrow” you want. It doesn’t stop there. We also review and adjust your plan as needed to keep you on track, preserve your assets and build your financial independence.
- Individual and Family Financial Planning
- Retirement Planning
- Estate Planning Strategies
- Tax Efficiency
- Social Security Benefits
- Charitable Giving
- College Savings
- Insurance and Risk Protection
Investment Advisory
Investing can be complicated, so it helps to have knowledge and experience on your side. It also helps to have trust and integrity on your side. Empire Financial Advisors has all of that, and more.
We’ll work with you, through good times and bad, to find investment opportunities and products that are suitable to address your financial objectives—and we’ll continually review and evaluate them to make sure they keep working. Talk to us about:
- IRAs
- Retirement Accounts
- Taxable Investment Accounts