Our Financial Services

Plotkin Financial Services

We focus on helping clients achieve their financial goals

At Plotkin Financial Advisors, we take a holistic view of your finances and invest accordingly. We’ll listen to what you want from us so that our core values can be tailored specifically for each client’s unique needs — whether it means helping with retirement planning or just getting started on an investment portfolio strategy!  Our Services include:

Financial Planning

Plotkin Financial Advisors customized approach to financial planning focuses on helping you clarify your goals, plan for the future, and build a legacy.

Asset Management

Our investment process starts with a comprehensive financial plan, which articulates how we are to tailor your investments for you and your household.

Tax Management

Everyone will not have a taxable estate. However, regardless of the size of your estate, it remains important that we keep you current on any potential liabilities associated with your estate.

Retirement Income Planning

Our retirement income planning process analyzes the income sources you have available and determines a portfolio allocation that is suitable for your income needs.

Estate Planning

Everyone will not have a taxable estate. However, regardless of the size of your estate, it remains important that we keep you current on any potential liabilities associated with your estate.

Signature Services

Plotkin Financial Advisors’ (PFA) Signature Services program offers complimentary and comprehensive income tax and estate planning services to eligible clients.

Contact Us Today

Let’s talk about your financial goals and how Plotkin Financial Advisors can realize them.