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Please take a minute to browse the various services offered by Investment Insight Wealth Management. If you have questions about the services we provide, please call (516) 249-0060 to speak with an advisor.

Retirement Planning

Plainly put, retirement planning quite literally refers to the planning of your retirement. It involves planning and handling your finances for retirement. 

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College Planning

Education planning refers to creating a plan for funding an education.  Education can be quite expensive. Creating such a plan will ensure that the goal of receiving an education will be reached. 

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Investment Management

Investment management refers to the handling of the investments within a financial portfolio. This management usually involves the purchasing and selling of such investments.

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Executive Benefits

An executive benefits retirement plan is a more in-depth retirement plan. These plans offer more benefits then traditional retirement plans, such as a 401(k). These retirement plans are offered to the executives and other crucial employees of a company and allow them to defer compensation to a later date.

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Financial Planning

As the name suggests, financial planning refers to the financial needs and goals of a person. This planning involves assessing and determining the financial needs of a person. It also involves determining the means that are necessary for achieving those needs. 

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Tax Planning

Tax planning refers to determining how your income and investments will be taxed, as well as determining what you can do to minimize the amount of tax you pay.

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Corporate Investment Management

Corporate investment management refers to the proper handling of investments made by corporations. Companies typically allot funds to make investments with. These funds can be used in a variety of ways.

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Risk Management

Risk management is a process that aims to eliminate or at least reduce the risks associated with a business. The business world is surrounded by several risks.

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Estate Planning

Estate planning refers to creating an orderly plan for the disposition of your assets according to your wishes. Your estate is comprised of everything you own when you pass away. This plan concerns what will happen to your estate after you pass away.

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Retirement Plans for Businesses

Corporate retirement refers to the type of retirement plan that a corporation offers its workers. Corporate retirement plans must involve participation from a company with the establishment of the plan. These plans can be funded strictly by employee contributions, strictly by employer contributions, strictly by employer contributions, or a combination of both employee and employer contributions.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (516) 249-0060