Our Services

At Professional Wealth Associates, we begin by walking our clients through a step-by-step process to identify life's milestones, the financial goals that accompany them, and tolerance for risk. This process, combined with the information and education our clients receive, helps them to feel confident in their decisions as we craft a customized and comprehensive financial plan designed to help attain their goals.

Once a client's goals and risk tolerance have been established, we customize appropriate strategies to help them navigate towards their vision and objectives. At Professional Wealth Associates, comprehensive financial planning can include but is not limited to the following areas:

For Individuals:

Retirement Savings Strategies
Investment Management
Tax Favored Strategies
Pension Distribution Planning
Social Security Benefit Strategies
Employer Sponsored Plan Rollovers
Insurance Planning & Annuities
Long Term Care & Disability Planning
Estate & Elder Care Planning
Education Savings Plans
1031 Exchanges - Low Basis Real Estate

For Businesses:

Company Sponsored Retirement Plans
Succession Planning & Business Continuation
Executive Benefit Plans
Group Employee Benefit Plans
Employee Section 125 Plans
Payroll Tax Reduction Plans
Captive Insurance
412E3 Plans
Medical Cost Sharing Communities (MCSC)
Retrictive Property Trusts
Medical Stop Loss

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@pwa-inc.com | (516) 997-6008