Services

Here are some of the financial needs that I address:

Investment Management

Education Planning

Insurance Issues

Long Term Care

Estate Planning

Business Needs

Asset Allocation

Retirement (Income) Planning

Budgeting

Divorce Planning

Mortgage Needs

Retirement Needs

Lifestyle Changes

Stock Option Strategy

Wealth Transfer Issues

 

Some people decide to do their own financial planning, but you may want to seek help if you:

1. Want to better manage your finances, but aren’t sure where to start
2. Don’t have time to do your own financial planning
3. Want a professional opinion about the plan you’ve developed
4. Don’t have sufficient expertise in certain areas such as investments, insurance, taxes or retirement planning
5. Have an immediate need or unexpected life event

 

 


Regardless of market conditions, I get paid to look at your financial picture with professional wariness and emotional objectivity. Leaning on my experience can make the difference between panicking in a down market or speculating in the next frenzy. My job is to give the best advice possible and my recommendation is that if you're not hearing enough from your advisor or getting timely insight, than have a meeting with me and maybe you'll like having an advisor who will keep in touch with you during these turbulent markets. 

True Temper Financial Services, LLC is a New York registered investment advisor.