Teachers Benefits Advisor

Fifth Gen Financial is a financial services firm that serves the Hauppauge area. We offer a wide range of services, including retirement planning, investment services, estate planning, tax, insurance, and wealth management. We are committed to providing our clients with the best possible service and helping them achieve their financial goals. We have a team of experienced professionals who are dedicated to helping our clients make informed financial decisions. We understand that every client is unique and we take the time to understand their individual needs and goals. We then develop a personalized financial plan that is designed to help them achieve their goals.

Empire State Planning Group, Inc. is a premier financial services firm located in Hauppauge, NY, specializing in comprehensive financial planning and investment services. As trusted financial advisors, we offer expert guidance in pension drawing strategies, deferred compensation, and 401(k) options to help secure your financial future. Our team of experienced professionals excels in crafting personalized investment solutions tailored to meet your unique goals and risk tolerance. At Empire State Planning Group, we understand the importance of financial stability and growth. Our services include in-depth cash flow analysis to optimize your financial health and permanent insurance options to protect your assets.

At Blue Line Wealth Management, we would like to help ease some of your burdens by helping you develop a financial plan that meets your personal financial objectives and help you feel confident about your financial future. Portfolio Management is at the center of our practice. Our core values are built around helping you pursue your investment goals. Selecting the proper models based on your individual risk tolerance and current financial situation is critical to long term success. Through an individualized approach we are able to establish an investment plan that works for you.