Financial Planning and Retirement

We work together with our clients to understand their individual circumstances and develop a tailored approach to help them reach their goals. To create a financial plan, we start by developing a clear understanding of our clients’ goals and objectives. We then implement the recommendations and meet regularly throughout the year to ensure the plan remains consistent with our clients’ ever-changing goals and needs.

Investment Management

Our investment management process begins with discussing investment objectives, experience, risk tolerance, and time horizon. Using this information, we select low-cost, tax-efficient investment portfolios tailored to each client.

Tax Planning

At Rakatansky Financial, we believe that tax implications are an integral part of every investment portfolio and financial plan. Each decision is carefully evaluated for its potential impact on both income and estate taxes. We will never say “ask your CPA” because we work independently in coordination with our affiliated firm, Rakatansky CPA, on all tax matters.

Estate and Trust Planning

An estate plan should provide for loved ones, minimize taxes and legal proceedings, and give peace of mind. We work with attorneys to assist in developing and implementing estate plans.