Investment Advice

Objective Investment Advice...
...Helping You Make Better Investment Decisions

There are potentially hundreds of decisions you must make in order to build a solid portfolio, one that will benefit from market upswings and weather downswings. Unfortunately, many people don’t understand what their investments are or how they should be managed. In a well-constructed portfolio, each investment should fulfill a specific function and should be appropriate for your unique situation. Your portfolio will work more effectively for you when it contains the investments and considers strategies that have been selected based on your needs.

Given this complexity, many people want professional investment advice. As a fee-only financial advisor, we will provide you with objective, unbiased investment recommendations and help you make the most informed investment decisions.

As part of our Investment Portfolio Analysis— we will:

• Focus on Your Goals
  We will help you understand what investments you own and review whether changes are necessary to support your short and long-term goals.
• Discuss Your Current Financial Risks and Emotional Aspects of Investing
  We will consider these factors when determining your appropriate level of investment risk, helping ensure an investment plan you can adhere to.
• Review all Your Accounts
  We will make specific investment recommendations with a view to flexibility and tax efficiency. We'll explain what assets you should invest in, but just as importantly in which accounts these assets should be held. Proper wealth management involves optimizing allocations across taxable, tax-deferred and tax-free accounts.
• Take Real Estate into Account
  We will show you how you can use your home and other real estate investments to help meet your goals and achieve long-term financial stability.
• Focus on the Costs of Investments and Emphasize Tax Planning
  Investment costs and taxes have a significant effect on investment returns. By monitoring both of these concerns, we can help produce a higher after-tax return and facilitate wealth accumulation.

Contact us - We’ll help you make better investment decisions, so you enjoy peace of mind and confidence in your future.

Privacy Statement & Legal Terms

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

Copyright © Welikey Financial Planning, LLC.  All domestic and international rights reserved. No part of this website, including text, graphics, et al., may be reproduced or copied in any format, electronic, print, et al., without written consent.

Scott Welikey, CPA, CFP®

Contact Us

“Financial planning is more than just investment returns. Providing you with the peace of mind to fully enjoy life is always our ultimate goal.”
 

Welikey Financial Planning, LLC
195 East Main Street
Smithtown, NY 11787
631-780-5469

Welikey Financial Planning E-mail