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  3. Advice Only Financial Planning and Consulting

Advice Only Financial Planning and Consulting

We provide a variety of financial planning and consulting services to individuals, families and other clients regarding the management of their financial resources based upon an analysis of client’s current situation, goals, and objectives.  Generally, such financial planning services will involve preparing a financial plan or rendering a financial consultation for clients based on the client’s financial goals and objectives.  This planning or consulting may encompass one or more of the following areas: Investment Planning, Retirement Planning, Estate Planning, Charitable Planning, Education Planning, Corporate and Personal Tax Planning, Real Estate Analysis, Mortgage/Debt Analysis, Insurance Analysis, Lines of Credit Evaluation, Business and Personal Financial Planning.

Our written financial plans or financial consultations rendered to clients usually include general recommendations for a course of activity or specific actions to be taken by the clients.  For example, recommendations may be made that the clients begin or revise investment programs, create or revise wills or trusts, obtain or revise insurance coverage, commence or alter retirement savings, or establish education or charitable giving programs.  It should also be noted that we refer clients to an accountant, attorney or other specialist, as necessary for non-investment management related services.  For written financial planning engagements, we provide our clients with a written summary of their financial situation, observations, and recommendations.  For financial consulting engagements, we usually do not provide our clients with a written summary of our observations and recommendations as the process is less formal than our planning service.  Plans or consultations are typically completed within six (6) months of the client signing an agreement with us, assuming that all the information and documents we request from the client are provided to us promptly.  Implementation of the recommendations will be at the discretion of the client.
 

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (516) 746-9000
Fax: (516) 746-0300
Email: flynn.zito@lpl.com

 

585 Stewart Avenue, Suite 620
Garden City, NY
11530 United States

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Investment advice offered through Flynn Zito Capital Management, LLC, a Registered Investment Advisor. Securities offered through LPL Financial, member FINRA/SIPC, and separate entity from Flynn Zito Capital Management. 

The LPL Financial Registered Representatives associated with the website may only discuss and/or transact securities business with residents of the following states: CA, CO, CT, FL, GA, IN, MD, MI, NC, NH, NJ, NY, PA, SC, TX, VA. The Flynn Zito Capital Management, LLC Investment Advisor Representatives associated with this website may discuss advisory services with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, MA, MD, ME, MI, MS, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VT, VA, WA, WV. Additional states available upon request.

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