New York Retirement Planning
Your choice for Financial Services
Build a Financial Plan
It’s never a bad time to speak with your financial professional about changes in your situation.
How Much Money Will I Need to Retire?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, Social Security, or estate strategies?
"Be fearful when others are greedy and Greedy when others are fearful."
- Warren Buffet
Peter Beneke (CRPS), Financial Advisor
Chartered Retirement Plan Specialist
The vast wealth of data instantly available through an electronic medium like the internet is truly making ours an information-based economy.
And while many speculated that this information would simplify their lives, many more have found it is only making things more complicated.
When it comes to making financial decisions, the information you can find through internet sites like this one is a great start, but is only half the picture. What many investors need to be successful is a relationship with a trusted investment professional who will help them sort through the maze of available information and make informed, intelligent choices.
That is what I can do for my clients. And it is what I can do for you. I specialize in the following areas:
If you would like any further information about these topics, or other areas of investing, please do not hesitate to call or email me.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.