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Robert
Service, CFP
1-800-ADVISER ext. 1011 Huntington, New York
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| Service
Financial Planning |
Robert Service, CFP
Office:
3 Woodfield Ct.
Huntington, NY 11743
1-800-ADVISER ext. 1011
Phone:
(631)-351-1118
Registered
Investment Adviser & Member of Financial
Planning Association
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Services Available:
Financial
Planning
Money Management
Elder Care
Estate Planning
100% Independent
100% Objective
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Overview
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Service
Financial Planning is a full-service financial
planning firm. We specialize in personal and business
planning for a wide variety of clients, including
two-income families, professionals, and both
pre-retirees and retirees. Your plan is customized to
help establish and meet your objectives whether they
are for your children's or grandchildren's education,
retirement, estate, business or eldercare. Investments
play a vital role in any plan. Through Service
Investments, we provide the proper selection fo
investment instruments to meet your individual
circumstances. With investments, timing is everything.
Using our long-term proprietary timing services, we
get you in and out of investments - not on a daily
basis, but over long periods of time in a pattern that
optimizes your performance and minimizes your
risk. |
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Available
Services
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Financial
Planning Services
Services
start with a FREE consultation prior to a fee being
established. Following our review, we quote you the fee for
performing the services. Then you decide whether you want to
continue, prior to making any commitment. Our process goes
beyond simple needs analysis by enhancing the normal
financial planning process with the personal financial
engineering methodology. Personal financial engineering
focuses on the creation and maximization of wealth. It also
protects that wealth from being transferred to government,
financial institutions and corporations.
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Portfolio
Management
The
basis of any successful investment or portfolio management
process includes four key steps. First, you must identify
your objectives. By this we man a rigorous financial plan.
Next, you must understand risk so that you can use this
knowledge to avoid or diminish the impact of risk. Third,
your investments must be diversified, normally, through
asset allocation techniques associated with the Modern
Portfolio Theory. And finally, your investments must be
carefully selected. When this is combined with our
proprietary long-term timing approach, you have a very
powerful portfolio management process.
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Information
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References
References
are supplied based upon the specific type of service
you are looking for.
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Account
Minimums
$50,000 for
investments.
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Work Hours & Response Time
Regular
Office Hours are from 9 to 5 (Eastern), Monday through Friday; will respond daily.
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Pricing
and Fees
Fees
are based upon the specific service you desire. In
general, our fees for comprehensive financial planning
services range from $500 to $1,500. Portfolio
management fees are charged based upon a percentage of
assets.
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Call
Robert Service at 1-800-ADVISER ext. 1011 |
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