The Value of Investing with Hornstein Financial
Hornstein Financial was founded in 2002, by Steve Hornstein, in order to integrate estate planning, tax planning and financial strategy. Combining these areas of expertise allows us to provide a more complete wealth management service to our clients. We create financial plans that address issues important to you and your family to assure your financial future.
- We have Estate Attorneys, a CPA and Investment Advisors under one roof.
- We can streamline your financial affairs; integrating your estate planning, tax planning and investing so they all pull together.
- You will not have to run from office to office to coordinate your finances. Everything is under one roof.
- We can help you to identify and prioritize your goals. We will then create and implement a comprehensive financial plan to significantly improve your chances of meeting those goals.
- When you change jobs or retire, we can convert your 401K plan to a personal IRA.
- We can advise you when to start taking Social Security so as to increase your total retirement income.
- Our CPA can advise you on tax planning strategies, such as whether to convert a Traditional IRA to a Roth IRA.
- We can refer you to other trusted professionals. Then integrate their recommendations into your overall financial strategy.
