Craig Roth Email & Phone Number

As an independent, fiduciary financial advisor, I am grateful that I get to enjoy my work and fulfill my passion to have a positive influence in people's lives. I believe everyone wants to matter. Every day I get to demonstrate how my clients and I matter very much to each other, and in the process truly enhance the happiness of each other's lives. I have more than three decades of service to professionals working in software, engineering, medical research and other creative, entrepreneurial businesses planning for retirements that may last 20 or 30 years. This has helped me understand that you too may find your potential bliss held back by feeling concern and anxiety over:❌ - Uncertainty whether you are going to have enough after-tax income to last as long as you do.❌- Lacking an effective strategy to maximize after-tax returns.❌- Managing stock and option grants efficiently.❌- Frustration from trying to protect your assets in the ever changing and risky markets.❌- Optimizing work, leisure and family to attain balance.I help clients find relief from these and other concerns by creating a map that is focused on your priorities. My team and I are all fiduciaries, legally bound to do only what is in your best interests as we: ✅ Make sure your money lasts for a long and happy retirement. ✅ Make sure that your legacy benefits the people and causes important to you. ✅ Take as little risk as needed to achieve your goals.Wealth is about much more than money. I would be honored to show you how we you can achieve piece of mind about your financial planning needs and save time to devote to what is most important in your busy life.

Listed skills include Investments, Retirement Planning, Financial Advisory, Life Cycle Planning, and 13 others.

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  Stony Brook University

  English Language And Literature