Trendline Financial Solutions

Trendline Financial Solutions was established to provide this independent, professional advice on Long Island, serving both Nassau County and Suffolk County. We offer: Cash flow management: We will develop cash flow models in which short and long term expenditures are anticipated and appropriately funded. Insurance Planning: We will analyze your cu... rrent personal and employer provided insurance coverage, as well as your capital needs to determine the optimal level of life and disability insurance. This includes an analysis of property/casualty coverage including homeowner's, auto, and umbrella liability contracts. Retirement Planning: We will review you current retirement plans to maximize accumulations while minimizing taxes on distributions. We will analyze whether you are on track for your targeted financial independence goals. Tax Planning: We can proactively plan financial transactions to minimize current and future tax liabilities. Ongoing Investment Management: We will analyze your current portfolio to ensure that the mix of asset is consistent with your objectives. We evaluate your risk tolerance as well as present and future income needs to determine appropriate anticipated yields and relevant tax strategies. We will suggest a specific asset allocation to adjust your portfolio and assist in implementing your investments. We will monitor and review portfolios ongoing to ensure you meet your investment objectives. Estate Planning: In addition to reviewing wills and trusts to make specific planning suggestions, we will help you develop an estate plan that considers both dispositive and saving objectives. Employee Benefit Coordination: We will review your company provided benefits and seek ways to enhance their value to you and to coordinate these benefits with personal insurance and investment and tax planning. Educational Funding: We will address any issues you have related to educational funding. We will assist you in implementing strategies for a savings plan and assist in dealing with the financial ...Read More