U.S. Planning Group (NY) will launch two new enterprises, Crystal Wealth Management, Inc. (www.CrystalWealthUS.com) and Private Client Insurance Designers (www.PCIDusa.com) in the coming month of June 2011.
Together, these companies will combine the resources and talent to offer some of the most unique Wealth Transfer Solutions and Wealth Building Strategies available in the financial services community today.
U.S. Planning Group (NY) is an Independent Financial Planning and Wealth Management company. Free of the pressures and limits of offering only a select set of product choices.
We offer our clients sound financial advice with the opportunity to choose from a wide range of products from vast array of product manufacturers and financial institutions.
Through one point of contact we can assist our clients through life's transitions with an in-depth integrated financial plan just right for them.
We're in the business of caring about our clients, their families, and businesses. No matter what the situation, financial success requires careful planning and professional guidance. We pride ourselves in taking our clients, their families, and their businesses through the major milestones in life by building, preserving, and endowing wealth, one client at a time.
Many accountants, attorneys, and bankers call on us for advice on behalf of their clients, in addition to engaging us to help them manage their own affairs.
We are ready to assist clients in overcoming the challenges of life and business. And ready to simplify the complexity of navigating the complex financial problems associated with taxes, retirement, illness, or death.
Visit us @ www.uspny.com or call 212.660.7401 to speak to one of our Financial Advisors to find out how.