Financial Planning - FLI Investors
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Helping clients nationwide for over 40 years
Client Portal
Helping clients nationwide for over 40 years
Client Portal
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Elevate your wealth with
tailored financial planning.Designed for investors with
$5 million or more.

Let’s Discuss
Hero

Elevate your wealth with
tailored financial planning.Designed for investors with
$5 million or more.

Let’s Discuss

Financial Planning

At First Long Island Investors, we provide comprehensive financial planning to preserve and grow your wealth. Our services include estate and generational wealth planning, retirement strategies, philanthropic planning, tax optimization, insurance advice, and college planning. Our experts offer personalized solutions to safeguard your financial future and provide peace of mind.

Estate & Generational Wealth Planning

Preserve and pass on your legacy with precision and care. First Long Island Investors provides tailored legacy planning, ensuring your assets are effectively managed and distributed according to your wishes while minimizing taxes and complexities. Our team works closely with you and your estate attorney to create a strategic plan reflecting your values and goals, securing financial stability for generations to come. Let us guide you through this essential process to protect and enhance your family’s wealth.

Retirement Planning

Create a fulfilling, worry-free retirement with personalized planning from First Long Island Investors. Our professionals ensure your retirement strategy aligns with your aspirations and financial goals, maximizing your assets, optimizing tax benefits, and providing a steady income stream. Let us help you build a retirement plan that reflects your vision and provides peace of mind.

Philanthropic Planning

Create a meaningful legacy that reflects your generosity and vision with First Long Island Investors. Our experts craft customized philanthropic strategies that maximize the effectiveness of your charitable contributions, optimize tax benefits, and support the causes you care about most. Let us assist you in turning your philanthropic goals into a powerful and enduring reality.

Tax Planning & Strategies

At First Long Island Investors, we understand the importance of tax planning in minimizing liabilities and maximizing returns. Our bespoke solutions ensure you benefit from the latest tax strategies and opportunities, tailored to your unique financial situation. Let us help you navigate the complexities of tax planning so you can focus on what truly matters—growing and enjoying your wealth.

Insurance Advisory

At First Long Island Investors, we understand the importance of comprehensive insurance protection. Our personalized advisory services evaluate your unique needs and goals, working to tailor coverage options that safeguard your assets, mitigate risks, and enhance your overall financial strategy. Let us guide you in choosing the right insurance and insurance brokerage to provide peace of mind and confidence in your financial future.

College Planning

Support your family’s educational goals with confidence using tailored college planning from First Long Island Investors. Our experts provide strategies to optimize your savings, manage expenses, and maximize financial aid opportunities. We ensure you provide your children with the opportunities they deserve while maintaining your financial well-being. Let us help you navigate the complexities of college planning so you can secure a successful future for your family.