Ben Lipschitz and Nat Lipschitz
We plan first and act second as our approach to financial services. We devote as much time as necessary to truly understand your situation, goals and risk tolerance in order to establish a plan that helps you make sound decisions. Our mission is to educate each discerning client so the complex nature of financial services is much simpler whether in the accumulation or distribution phase of their financial life.
We are an independent financial services firm offering financial planning, investment management and insurance planning. We have access to a robust range of products and solutions, enabling us to assist with issues such as asset management, financial goal setting, income planning for retirement and estate planning.
As a multi-generational firm we are able to serve clients of all ages today as well as to continue serving their next generation into the future. We are your family’s firm for life.