Strategic Business and Estate Planning is a specialized firm offering integrated legal and financial advisory services focused on comprehensive wealth management and retirement strategies. The firm stands out for its disciplined, process-driven approach that helps clients navigate complex financial decisions with confidence.
Their methodology involves a structured process that begins with initial strategy development, applies disciplined financial principles, and maintains ongoing communication to track progress. They primarily serve individuals and business owners with investable assets starting from $100,000, offering tailored guidance on retirement planning, Social Security optimization, and business exit strategies.
Services Offered
- Retirement Planning
- Estate Planning
- Business Exit Planning
- Wealth Management
- 401(k) Planning and Guidance
- Social Security Benefit Maximization
- Tax-Free Retirement Strategies
- Risk Mitigation for Retirement Income
- Investment Planning
- Financial Advisory Services
The firm operates from Cedarhurst, New York, and provides resources including workshops, webinars, and educational materials such as retirement guides and Social Security optimization handbooks to support client decision-making.
