Financial Planning

Developing a financial plan takes time. The demands of your career, business and family may not give you adequate time to address your fiscal planning goals. In addition, eash individual is unique and requires financial planning tailored to his or her specific needs. To successfully implement a financial plan, you need access to professionals who can help you capitalize on your available financial resources.

At Withum, our dedication to your financial success enables us to create and tailor a plan that is right for you. Our specialized plan depends on your personal circumstances and concerns. Your plan might include:

Our Team

Hal R. Terr
Hal R. Terr
CPA, PFS, CFP®, AEP®, Partner
Raymond G. Russolillo
Raymond G. Russolillo
CPA/PFS, CFP®, CAP®, Partner 212-829-3214
Ted Nappi
Ted Nappi
The information contained herein is not necessarily all inclusive, does not constitute legal or any other advice, and should not be relied upon without first consulting with appropriate qualified professionals.