Retirement Planning Nycretire, Inc. provides fee-only, as needed, hourly financial advice to active and retired NYC employees, their families, and friends.
Services provided to people regardless of their networth, income or investable assets.
As a Fee-Only advisor Nycretire, Inc. works solely for its clients.
No commissions are ever received.
All potential conflicts of interest regarding compensation are removed.
Nycretire, Inc. is a member of the Garrett Planning Network (GPN). GPN is a nationwide network of fee-only financial advisors who provide financial planning services to people from all walks of life. Nycretire, Inc. offers the following services: Pension estimate review
Analysis/recommendation of final withdrawal from pension fund
Selection of investments for NYC 457, 401k, etc.
Selection of investments for IRA rollover
IRA issues
IRA conversion to Roth IRA
Assistance with required minimum distribution rules
Tax planning and preparation
Financial planning
Retirement planning
Second opinions
How does it work?
1. Contact Nycretire, Inc. (718-619-0340 or info@nycretire.com) to set up an introductory meeting. The purpose of this meeting (which can be conducted over the phone or in person) is to help you determine if Nycretire, Inc. is the right financial advisor for you. There is absolutely NO cost to you and you are NOT obligated to retain Nycretire, Inc. for any services.
2. If you decide to engage Nycretire, Inc. for a retirement or investment plan, we will give you a list of additional data or information which we will need to formulate your plan.
3. Once your plan is complete, a meeting will be scheduled to review your plan.