Our Services

 

 Our firm provides services in three distinct yet interrelated areas.

We begin by working with our clients to clearly identify and prioritize goals. When working with individuals and families in the area of Wealth Management we look at eight different issues. For most families, we have found it best to consider all of the Eight Wealth Management Issues in a systematic and coordinated fashion. Addressing any one of these Eight Wealth Management Issues may have an impact on some or all of the other related issues. The interrelated nature of the varying aspects of the Eight Wealth Management Issues points to the importance of having one advisor familiar with all aspects of a family's financial life.

We work with clients throughout Suffolk and Nassau Counties. We may already be helping your friends and neighbors in Patchogue, Medford, Selden, Centereach, Holbrook, Holtsville, Farmingville, Ronkonkoma, Coram, Middle Island, Yaphank,  Miller Place, Sound Beach,  Rocky Point, Mount Sinai, Port Jefferson, Setauket, Stony Brook, Shoreham, Wading River, Riverhead, Ridge, Shirley, Mastic, Eastport, Manorville, Bellport, Brookhaven, Sayville, Oakdale or Bohemia with tax preparation, business, estate, or retirement planning.

Services include: 

  • Business Services
    • Accounting systems
    • Tax planning and preparation
    • Payroll and sales tax reporting
    • Tax audit representation
    • Profitability and business consulting
  • Individual Tax Services
    • Tax planning
    • Tax return preparation
  • Eight Wealth Management Issues
    • Retirement planning
    • Legacy planning
    • Education planning
    • Business planning
    • Family risk management
    • Cash flow and debt management
    • Investment management *
    • Special situations

 * These services are offered by Robert R. Sick through his affiliation with HD Vest Investment Services SM and HD Vest Advisory Services SM.