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Personal Financial Planning

When it comes to small business succession, being proactive and having a plan for your business and family can make all the difference. At DeFreitas and Minsky LLP we understand that retirement isn’t easy, especially when your family is tied to the business.
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Investment Planning

A financial planner sets goals on what potential and future investments are realistic without causing high risk.

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Retirement Planning

Our personal financial planning services will ensure independency at retirement by setting strategies for 401Ks, IRAs and more.

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Estate Planning

Our financial planners can manage and maintain the wealth of all your assets for the future.

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DeFreitas & Minsky LLP proudly recognizes our consultants as certified financial planners and offers outstanding personal financial planning services to our clients. Our financial planners create well-rounded and organized financial plans to help set forth the future. Personal financial planning provides the financial security families and companies need.

What Our Personal Financial Services Entail

We take our clients’ needs and assets, as well as their families’ security, into account. A financial planner manages wealth for both short and long-term financial goals. Each plan is tailored to a specific set of goals:

Investment Planning

A financial planner sets goals on what potential and future investments are realistic without causing high risk.
Retirement Planning
Our personal financial planning services will ensure independency at retirement by setting strategies for 401Ks, IRAs and more.
Estate, Gift and Generation-Skipping Transfer Planning
Critical personal financial service that focuses on the strategic allocation and transfer of assets to minimize taxes, ensuring your wealth is passed down efficiently and in accordance with your wishes across generations.
Tax-Efficient Charitable Giving
Specialized advice and strategies to maximize the impact and tax benefits of your charitable contributions, aligning them with your overall financial goals.
Asset Protection
Designed to safeguard an individual’s wealth against potential threats such as lawsuits, creditors, or unforeseen losses, through various legal structures and strategies.
Succession Planning
Vital service in personal financial management, focusing on the seamless transition of assets and leadership roles in businesses or family estates, ensuring continuity and preserving the legacy for future generations.
Liability Management
Our financial planners can observe and enhance cash flows to fit with your lifestyle.
Education Funding
Specialized area of personal financial services that assists in planning and managing the necessary funds for educational expenses, ensuring a secure financial path for supporting children’s or grandchildren’s academic goals and aspirations.

The Process of Personal Financial Planning

Proper personal financial planning takes a number of steps both taken by our certified financial planners and our clients so we remain on the same page. Our concerns are our clients’ financial stabilities. To build a customized and efficient financial plan for our customers, we embark on a six-step process:
  • Discuss financial goals with the client
  • Gather useful information on the client
  • Analyze information
  • Construct a financial plan
  • Implement financial strategies
  • Monitor the plan

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Testimonial

WHAT OUR CLIENTS ARE SAYING!

DeFreitas & Minsky maintains high standards, produces detailed information and gets involved with our company so they can understand the operation on a more personal level. The information they provide is always accurate and current. We have been with them for more than 30 years!
Pamela
PamelaSyosset Truck Sales Inc.
4 years agoThis is my second year filing my taxes with DeFreitas & Minsky. I was referred by a friend. Honestly, It’s a blessing sent. Everyone there is professional and knowledgeable about tax codes. They even keep me abreast via email whenever there’s a new tax law and what it entails. I feel safe and sound when doing business with them.
Junior Prophete
Junior Prophete
True professionals and attentive to all of my needs. Manny, Melissa, and Michael are all super helpful. They took the time to help me with my taxes, financial planning, and estate tax needs. I highly recommend them.
Deena Polsinelli
Deena Polsinelli
We’ve been working with Manny for the last 10 years. Whenever we have a question he’s there and if he’s in a meeting during Tax Season (it happens), Jay is always there. Thank you Gentlemen.
Thomas Jacoberger
Thomas Jacoberger
FAQ

Frequently Ask Questions.

It involves creating a comprehensive strategy for managing your finances, including savings, investments, insurance, taxes, retirement, and estate planning.

We provide expert advice, tailored strategies, and ongoing management to help you achieve your financial objectives and security.

No, individuals at all income levels can benefit from personalized financial planning to optimize their financial health.

You should review your financial plan at least annually or after major life events like a career change, marriage, or childbirth.

Yes, we offer comprehensive retirement planning services, including pension analysis, savings strategies, and income planning.

A financial planner provides broad advice on all aspects of personal finance, while an investment advisor focuses specifically on investment strategies.

We consider your financial goals, risk tolerance, life stage, and personal values to create a customized financial plan.

Yes, we consider your financial goals, risk tolerance, life stage, and personal values to create a customized financial plan, including estate planning.

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