Who We Serve
Retirees
Retirees often face unique financial challenges and complexities, such as planning for healthcare expenses and managing Social Security and retirement plan distributions. At Plotkin Financial Advisors, our team of experienced financial planners helps retirees navigate these challenges and achieve their financial goals.
We offer personalized retirement income planning, investment management, and estate planning services to help retirees build and protect their wealth, as well as manage risks such as inflation and market fluctuations. Whether you are in the early stages of retirement planning or need help making adjustments to your current plan, we are here to help.
Business Owners
As a business owner, your personal and professional financial goals are closely intertwined. At Plotkin Financial Advisors, we understand the challenges and opportunities that come with owning and operating a business.
From designing and implementing a retirement savings plan for you and your employees to providing guidance on business succession and exit planning, our team of experienced financial planners can help you make informed decisions that align with your personal and business objectives.
We also offer investment management and risk management services to help you grow and protect your business’s wealth. Whether you are just starting your business or are planning your exit strategy, we are here to help you achieve your financial goals.
Federal Government Employees
As a federal government employee, your retirement and benefits package is unique compared to those in the private sector. That’s why it’s important to work with a financial advisor who understands the intricacies and complexities of your benefits, such as your Thrift Savings Plan (TSP), Federal Employees Retirement System (FERS), and insurance options.
At Plotkin Financial Advisors, we have a deep understanding of the federal government employee benefits system and can help you optimize your retirement savings, maximize your Social Security benefits, and navigate the nuances of your insurance options. We also offer investment management and estate planning services to help you build and protect your wealth.
Medical Professionals
Managing finances for medical professionals, including physicians, dentists, and other healthcare providers, can be especially challenging given their demanding schedules and unique compensation structures.
At Plotkin Financial Advisors, we provide medical professionals with comprehensive financial planning services tailored to their individual needs and goals. This includes retirement planning, investment management, risk management, and tax and estate planning.
We help medical professionals navigate the complexities of their compensation models, such as transitioning from employment to private practice or balancing multiple sources of income. With our expertise in financial planning and healthcare industry trends, we can help medical professionals plan for their financial future and optimize their wealth.
Households Saving For the Future
At Plotkin Financial Advisors, we understand that saving for the future can be a daunting and complex task for families and households. Our comprehensive financial planning services are designed to help you achieve your long-term financial goals, from buying a home to funding a child’s education to planning for retirement.
We take a holistic approach to financial planning, incorporating all aspects of your financial life, including budgeting, investing, insurance planning, and tax strategies.
With our guidance and expertise, you can make informed decisions that align with your values and priorities, and optimize your wealth for your family’s future. Whether you are just starting to save or need help refining your current plan, we are here to help.
Contact Us Today
Let’s talk about your financial future & goals and how Plotkin Financial Advisors can realize them.
