Financial Planning and Consulting


Set a course for a secure future and retirement

Planning a secure financial future and retirement is much like planting and maintaining a beautiful garden. Building your goals on a sound strategy and ongoing maintenance are important components to a carefree, financially independent future.

Ross-Stern & Associates can be an essential trusted partner in building a bright future for you and those you love. From financing your children's education, budgeting and managing family finances, to properly building a comfortable retirement nest egg, decisions on purchasing a home, home improvements, leasing, wealth management, or any other major financial decision, we can help you plan a sound strategy to keep your life and financial goals on track.

Building your wealth and protecting your assets require careful and ongoing financial planning. Ross-Stern & Associates can help you make sound decisions for your retirement accounts, including IRAs, annuities, 401(k)s, pensions and Social Security, along with other assets. Our retirement strategy includes a thorough a periodic review of your plan to assure you can enjoy financial independence in your working years and retirement. Depending on your needs, we can tap our network of trusted financial and legal professionals for additional guidance.

We offer an array of personalized Financial Planning and Consulting services, including:

  • Personal budgeting
  • Family financial plans
  • Retirement planning
  • Life events: births, death, marriage and divorce
  • Investment planning and accounting
  • Wealth management
  • Education and college financial planning
  • Charitable donations and philanthropy
  • Lease vs. purchase planning

It's never too soon to create a financial plan that can help build a brighter future for you and those you love. With a sound financial plan in place, you can have more time to enjoy your hobbies and passions, take comfort that your children's education is properly financed, and know you can be financially independent when you retire.

Contact us or call Ross-Stern & Associates at 818.776.0399 to schedule a consultation for your financial planning needs.

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