Investment advisor in Rockland County, NY, working with individuals on comprehensive financial planning and innovative, strategic portfolios. We bring the techniques of institutions to individuals and help them prepare for retirement and realize their other financial goals while simplifying their financial affairs, reducing stress about investing, controlling risk and providing the greatest chances for success. Our firm is one of the select advisors nationwide approved to offer Dimensional Fund Advisors (DFA) funds.Specialties: Working with fiduciaries on conservative and transparent investment plans for trusts and estates as well as general investment portfolios. Our institutional background gives us the experience needed to advise and manage funds for small and mid-sized non-profits, endowments, foundations and other long-term institutional investors who may be neglected by larger firms.We provide retirement plans such as 401-k's and pensions for small and mid-sized businesses at attractive prices and we help educate and advise employees about their options and how to integrate their retirement plans into planning for their financial future.We analyze incentive stock options and restricted stock as part of your overall financial picture and develop a plan to diversify your holdings in a tax efficient and timely manner. Many people take no action and let big gains slip away forever.We also help you maximize your Social Security retirement benefits, one of the keys to a comfortable retirement for most Americans. Social Security is the bedrock of retirement for most Americans and few understand it well enough to get the biggest checks for their families. Planning for Social Security well before retirement can yield big benefits.