Our Model

As part of your integrated planning team, Schiffman Wealth Management will analyze each aspect of your current financial situation and make recommendations designed to help you pursue your goals.

Organizational financial Planning

Analyze: Your full range of assests and the complete financial picture

Plan: Create a road map for the financial future you envision

Evaluate bank accounts
Conduct budget analysis
Review all insurance policies
Evaluate Income, dividends and cash flow

Wealth Management Strategies

Save: Prepare for the retirement you’ve envisioned

Grow: Align investments to your objectives

Implement risk management and
wealth protection strategies
Customize retirement plans
Develop tax strategies
Manage assets more effectively

Estate Planning Guidance

Protect: Work with attorneys to ensure that assets are appropriately structured

Transfer: Ensure that your estate plan reflects your goals and values for the future

Oversee assets and estate planning as a fiduciary
Implement insurance planning within and outside of investment accounts
Develop effective wealth transfer and succession planning
Maximize tax efficiency of charitable giving