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Creation, Accumulation & Preservation

Creating Financial Futures You Can Live Into

 

Wealth Strategies for Life   

Founded in 2001

All rights reserved

ABOUT US

Wealth Strategies for Life is a diverse financial firm offering a unique "macro-economic" approach to financial, wealth, retirement and estate planning.

OUR VISION

We believe that all individuals deserve the opportunity to nourish their lives, both personally and financially. 

 

Our philosophy is that the goal of life is not to have more money but rather to have a life of freedom, purpose and direction in it.  Wealth management can be a powerful tool in achieving these goals.

SERVICES

  • Financial Planning

  • Business Succession Planning

  • Pension & Retirement Planning

  • Corporate Executive Benefits

  • Life Insurance Analysis​

  • Premium Financing

CALL US TODAY FOR A CONSULTATION  (646) 543-0026
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