Gold Medal Services

 

Materetsky Financial Group offers comprehensive planning advice that seeks to answer all your questions and provide you with a clear, step-by-step approach. We will analyze your current situation and through various areas of Financial Planning, help you reach your goals.

We specialize in these 5 areas:

 

Protection

What event could involuntarily cause a financial catastrophe?

  • Premature Death
  • Disability
  • The need for Long Term Care that is not planned for
  • Insufficient home owners/auto insurance
  • Health insurance/Medigap insurance that is not sufficient

Retirement Planning

  • Help you establish traditional IRA, Roth IRA, Educational IRA, Simple IRA and all other retirement plans that you might be eligible for.
  • Analysis of your income needs now and in the future
  • Analysis of potential estate tax liabilities.
  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommendations regarding the best distribution strategy for your employer retirement plans & IRAs
  • Analysis of the beneficiaries of your IRAs
  • Review the possibilities of converting to a Roth IRA

Tax Planning

  • Comprehensive review of your tax return to highlight opportunities to help maximize tax reduction strategies
  • Review of your tax situation and planning to incorporate any new tax law changes
  • Free consultation with your tax preparer
  • Recommendations of tax solutions including tax advantaged investments
  • Staying up-to-date on and presenting new tax laws that can affect your situation

Estate Planning

  • Analysis of your current estate plan and concerns
  • Free consultation with your attorney
  • Assistance in transferring assets to your Living Trust or other trusts
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one
  • Review of beneficiary designations and asset titling
  • Review of your long-term care needs.

Investments

  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Continual monitoring of your investments
  • Frequent meetings to: review, evaluate your investment performance, update your financial objectives and if necessary, reallocate your portfolio
  • Quarterly Statements
  • Independent Advice
  • Recommendations regarding allocations within your employer provided retirement plans such as 401(k)s
  • Aggregation of all your accounts to simplify and reduce paperwork

Insurance:

  • Life
  • Long Term Care
  • Disability Income
  • Medicare Supplements

We have knowledgeable Financial Advisors that will help in:

  • Money Management
  • Retirement Plans
  • 401(k) Planning
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Estate Plans
  • Tax Plans
  • College Plans
  • 403(b) Planning
 

Brief overview of the types of investments we offer:

  • Mutual Funds
  • Common Stock
  • Treasury Bills
  • Treasury Notes
  • Bonds
  • Government Securities
  • Fixed and Variable Annuities
  • Full Service Brokerage Accounts
  • Insured & Non-Insured Defined Benefit Plans
 

Disclaimer

Howard Materetsky, Ira S. Materetsky CFP®, Matt Welsh and Mark Furman offer securities and advisory services through Royal Alliance Associates, Inc. Member FINRA/SIPC and a registered investment advisor. Gary S. Haft offers securities through Royal Alliance Associates, Inc. Materetsky Financial Group is not affiliated with Royal Alliance Associates, Inc. or registered as a broker dealer or investment advisor. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DE, FL, GA, HI, IL, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, VA, WA, WI, WV, and WY. No offers may be made or accepted from any resident outside the specific states referenced.
For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

 

To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck.

Contact Info

Materetsky Financial Group
2240 Woolbright Road Suite 354
Boynton Beach FL 33426

Phone: 561-735-9227
Fax: 561-735-9815
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Materetsky Financial Group
6800 Jericho Turnpike Suite 120W
Syosset NY 11791

Phone: 516-227-1111
Fax: 516-227-1144
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.