Gold Medal Services


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

We specialize in these 5 areas:


Protection Planning

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.

Investment Planning

  • 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


We have knowledgeable Financial Advisors that will help in:

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

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
Please Note: The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client. Materetsky does not serve as an attorney, accountant, or insurance agent. Materetsky does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Materetsky’s representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Materetsky’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.

Contact Info

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

Phone: 561-735-9227
Fax: 561-735-9815

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

Phone: 516-227-1111
Fax: 516-227-1144