How to Make Your Financial Plan Easier to Understand
It's hard to know if you're making the right financial decisions and even harder to find someone you can trust to help you.
Making smart financial decisions is one of the most important things you can do for yourself and your family, but it's not always easy. You need a plan that will work for you and someone who understands your unique situation and can help you stick to your goals.
BlackBelt Wealth Advisory in New York, NY, is here to help. We create a personalized plan that fits your life and helps you reach your financial goals. We understand that every family is different, so we offer many services, including retirement planning, estate planning, tax planning, and more.
Visualize Your Financial Plan
Most financial advisors give advice and print out graphs, charts, and other information that can be difficult to interpret.
BlackBelt Wealth Advisory makes it easy to understand your financial plan. We use tools and our expertise to create interactive models. These help you:
- See what you actually care about.
- Understand how to achieve your goal.
- Fine-tune your lifestyle.
Types of Financial Planning
- Comprehensive Financial Planning
- Cash Flow / Budgeting
- Debt Management
- College Planning
- Risk Analysis
- Asset Allocation
- Life Planning® and Goal Planning
- Estate Planning
- Medicare and Social Security Planning
- Insurance Planning
- Life, Health, Annuities, Property & Casualty, Long-Term Care
- Retirement Planning
- 401Ks
- SEPs
- IRAs and Roth IRAs
- Business Planning
- Succession Planning
- Key Employee
- Buy/Sell Agreements
Phone: 201-522-6010
Email: jr@blackbeltwealthadvisory.com
Serving the Tri State Area (New Jersey, New York, Connecticut)
“Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 600 Dresher Road, Horsham, PA 19044. 800-225-7637, Firm is not affiliated with HTK. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.
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