Welcome to Family Financial NY

Our Philosophy

"Institutional-quality advice for individual investors."

The Client Experience

We have a clear process designed to understand your goals so that we can help you address them:

Top Investor Concerns

Will I be able to sustain (or enhance) my current lifestyle in retirement?

  • It used to be the case that you didn't have to worry much about having enough money to retire. Many of us worked for companies that provided generous pensions. Today, pensions are becoming more and more rare. Participation in "defined benefit" plans went from 35% in the early 1990s to 18% in 2011.1 Social Security may help, but in most cases it won't be enough. What does that mean for you? Simply put, the onus is on you to make sure they will reach you retirement goals. Working with an independent investment professional can help you get on the right track.

I want to grow my investments but am concerned about seeing lots of movement in my portfolio.

  • This is a particularly acute concern in the aftermath of the financial crisis of 2008. At Family Financial, we leverage our expertise in institutional asset management to design portfolios for individual clients that seek to provide opportunity for gains while protecting against downside risk. Nothing we do is boiler-plate. Our recommendations start with taking the time to understand your unique needs, goals and perspective, and helping you make educated decisions that enable you to pursue your dreams.

I don't understand what fees I'm paying for my investments.

  • We all know that it costs money to invest. The question is, are you getting value equivalent to what you are paying? We are part of the nationís largest independent broker/dealer2, which means that we do not have any fee-packed proprietary products or bias to interfere with our mission of providing you with individualized advice to help you make informed decisions. Furthermore, we are committed to full transparency for our clients, including fee structure. We provide holistic quarterly performance reports so that you can see how you are doing after fees compared with relevant benchmarks. 24-hour access to your accounts is also available via the Client Login portal of our website.

To receive a complimentary sample of our custom performance reports, please call us at (914) 468-0186 or email Joe@familyfinancialny.com

1 Bureau of Labor Statistics, U.S. Department of Labor, The Editor's Desk, The last private industry pension plans on the Internet at http://www.bls.gov/opub/ted/2013/ted_20130103.htm (visited June 07, 2013).

2 As reported by Financial Planning magazine, June 1996-2012, based on total revenue.


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