We believe REAL financial planning is more than just asset management.
General Planning
Let’s get the basics in place; cash flow review, debt management and goal discussions.
Investment Management
Our investment philosophy is based on Nobel Prize winning research and tailored to your needs.
Retirement Planning
Evaluate your current trajectory and work together to improve where you are headed.
Risk Needs Analysis
Assessment and recommendations on insurance coverage pertaining to your specific circumstances.
Employer Benefits
Recommendations to optimize your employer benefits from annual enrollment to stock option analysis.
Tax Planning & Forecasting
Tax implications and planning will be layered throughout all areas of our planning together.
there is a $1K upfront charge and an annual minimum fee starting at $4K.”
Financial Planning Services
AFFILIATIONS
We have established affiliations with Networks and Associations whose values, ethics and professionalism align with ours.
By utilizing our network throughout these organizations we stay up to date on the newest and most cutting edge advances in the industry. And, since we are a boutique independent Registered Investment Advisor (RIA), we have the advantage of moving with speed and agility to implement advancements, whether technology-driven, investment related or planning focused.
ABOUT
Schupak Financial Advisors is a fee-only, independent fiduciary firm.
We specialize working with high achieving, urban professionals in the prime of their career. It is easy to make good money in a big city and not have much to show for it years later. Turn that income into wealth.
With offices located in NYC and Jersey City, we serve the New York tri-state area in person. In addition, we provide our services nationwide through virtual meetings and the occasional trip to connect with a client face to face.
Michael (Mike) Schupak, CFP® founded Schupak Financial Advisors with the ambition to demystify the world of finance and help individuals reach their goals.
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