Our Mission is to provide
clients with the most professional, unbiased advice in helping them solve
all their financial needs.
Emerald Financial Planning
has also been involved in the philanthropic area. We have provided our
clients with significant planning opportunities through the use of
charitable trusts. This has led us to a deeper appreciation of a concept
known as "social capital". This is the part of your wealth
(income and assets) that you are not allowed to retain, primarily due to
taxes. There is a misconception in our society that taxes are mandatory.
The concept of social capital is to redirect those taxes, enabling you to
increase your wealth, while at the same time fulfilling important
personal, family and philanthropic goals.
investment system delivers those services like never before. To manage
your investments, we call on the resources of an entire team of experts,
including institutional asset allocation strategists, distinguished
academics and some of the industry’s most talented money managers. It is
a class of fee-based, institutional-quality investment managers rarely
available to individual investors.
you to peruse our Web site. We’ll show you our six stage investment
management process mobilizes an unprecedented level of resources to help
you plan your financial future with confidence.
Give us a
call today to discuss your needs.
the organizations to which we are members, which enhance our professional
credentials are as follows:
- NYS Society of Certified Public Accountants
Financial Planner Board of Standards
Association of Philanthropic Planners
Planning Council of Westchester County
Planning Services, Inc.
573 Millwood Road
Chappaqua, NY 10514-1317
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