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 advisory products and services through Materetsky Financial Group, a registered investment advisor. Securities offered through Private Client Services, Member FINRA/SIPC. Materetsky Financial Group is not affiliated with Private Client Services. Tom Gau offers advisory products and services through Materetsky Financial Group, a registered investment advisor.

Materetsky Financial Group advisors are registered in the following states: 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.

SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. The firm is not engaged in the practice of law or accounting. Tom Gau has been featured as one of the top 100 independent financial advisors in Barron’s in 2008, 2009, 2010, 2011, and 2013. The Barron's rankings are based on data provided by over 4,000 of the nation's most productive advisors. Barron’s uses a deeply researched, quantitative and qualitative approach to identify the top 100 independent financial advisors, which represents 2.5%. Factors included in the rankings are a minimum of 7 years in the business, client retention, assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by client’s risk tolerance than by an advisor's investment-picking abilities. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the adviser. Barron’s does not receive any compensation from this advisor in exchange for ratings. For more information on these ratings, please contact the financial advisor or www.barrons.com.  

 
 
 

Contact Info

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

Phone: 561-735-9227
Fax: 561-735-9815
Email: help@materetsky.com

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

Phone: 516-227-1111
Fax: 516-227-1144
Email: help@materetsky.com