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Individuals

How attached are you to your money?

Money is one of the most emotional elements in our lives.  Our attachment is not really about the numbers or the assets; it's about the sense of security and freedom that they bring.  Most CPAs are terrific with numbers.  They can crunch them up one side and down the other.  Ultimately, though, even the best-crunched numbers won't mean a thing to you, because they won't tell you anything about what really matters. 

At Laufer LLP, we take a different approach.  We view financial well-being as just one element of your overall well-being.  We know that, if you have it, you can focus on life.  If you don't, you’ll probably spend a lot more time worrying than you need to.  Our services are designed to help minimize worry and maximize the amount of time you can spend on what's really important to you.

  • Personal financial planning.  This is where financial well-being starts.  Where would you like to be in 10 years - or 20? What major life transitions lie ahead for your family - and how will you cover the costs with minimal disruption?  We'll help you map out the whole picture and then look at that map to plot where you need to go and how you're going to get there.
  • Investment management.  Once your Financial Plan is complete, we can assist you with investments that can help you get you to where you need to go.  We build broadly diversified, customized portfolios that are designed to have the risk and return characteristics necessary to meet your long-term goals while making sure that your wealth is protected.   Once built, we provide continuous  monitoring and maintenance of your portfolio, making changes to your holdings and rebalancing when necessary.  In addition, we hold regular meetings with you to review performance and to discuss your current needs and goals.
  • Tax services.  This is one element of finances everyone looks at.  You can do the minimum, filing your returns when they are due and paying the tax you appear to owe.  That might leave you just a little worse off than you could be, though.  The tax code is a complex set of structures that includes both penalties and opportunities.  We can help you plan ahead so you can take advantage of legal opportunities and minimize the downside risk.
  • Estate planning.  You work hard for what you have and understandably you want to enjoy it.  This means keeping control over it for as long as you can and putting structures in place so it goes where you want after you can't.  We'll work with you to protect your assets from the whole range of things than can diminish them during your lifetime and beyond.  Our approach is practical, straightforward and driven by your goals.
  • Elder care.  Whether you are aging - or expect to be caring for an aging parent - you know that ongoing care can be a real drain on finances.  Families have been driven to the brink of bankruptcy by failing to plan ahead.  We'll help you decide which financial arrangements, legal structures and insurance products will provide the best protection for you, your family and your assets.

If you are inclined to make more sense of the numbers that impact your life, now is a good time to make the leap.


Laufer Wealth Management, LLC (“LWM”) is a registered investment adviser offering advisory services in the State of New York and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by LWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of LWM, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any strategy will be successful.

 

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