1025 Old Country Road
Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin. And once achieved, financial success doesn’t necessarily lead to a simpler life. The more success one has, the greater the challenge to manage, protect and distribute one’s wealth and to find the time to enjoy it.
Those who reach financial success will often have a cadre of advisors who offer valuable advice and help them sift through the many financial choices available. Attorneys, accountants, investment specialists and insurance professionals all have their areas of expertise. Rarely, however, do their efforts result in a coordinated, efficient and speedy process that ultimately benefits the client in a truly satisfying experience. Most times, these capable experts will offer advice independent of one another which can yield conflicting and disjointed results for the client. The client is left to sift through these numerous choices on their own which often leaves them even more confused than when they started. Ultimately, the client’s “plan” may not achieve what he or she really intended.
At The Florio Wealth Management Group, we serve as the “quarterback” of the team, providing a solution to this problem by offering a holistic, comprehensive approach to business and financial planning. We utilize our own extensive knowledge in such areas as wealth management, investment planning, estate planning, insurance planning and risk management in conjunction with the client’s attorney, CPA, mortgage professional and property/casualty insurance broker to provide our clients with a well managed and coordinated, written plan that gets the results they are looking for and also gives them the time and freedom to enjoy their lives. Not only do we craft and implement financial strategies for our clients, but we also make sure that the financial strategies crafted by the other team members are also implemented – and done so in a coordinated and efficient manner. Although we realize that money is important, we also understand that it is not the most important thing in life. Ultimately, it is the quality of one’s life that is truly more important.
Our Mission is to help people make better choices with their money by aligning their financial goals with their core values. We help people to define and understand their value system which gives them a clear understanding of what matters most to them in life. This empowers them to set their priorities and to define and accomplish their financial goals for reasons that are important to them. Doing so gives them the freedom to spend considerably more time doing things in life that are more important than making money. Ultimately, this provides them with a better quality of life, more fun and greater fulfillment.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our organization, please feel free to email or call us at 516-758-2430. We look forward to hearing from you.