Financial Planning & Wealth Management in Great Neck, NY

Where Strategy Meets Tax Efficiency

Your finances don’t exist in separate boxes—so why should your planning? At Premier Wealth Planning, we bring together your investments, retirement goals, tax strategy, insurance coverage, and estate priorities to create a unified financial plan built around what matters most to you.

Serving clients in Great Neck, across Long Island, and virtually nationwide, we help individuals and families at every stage of life plan with clarity, confidence, and tax awareness.

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Retirement Planning

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401(k) Management

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Estate Planning Coordination

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Investment Advisory

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Insurance & Risk Management

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Education Planning

A Holistic Approach—With Taxes in Mind From the Start

Most firms treat tax planning as an afterthought. We do the opposite. Because your advisor is also your tax professional, we build strategies that aim to grow your wealth while minimizing tax friction—today and over time. It’s the kind of planning that looks ahead, anticipates change, and keeps more of your money working for you.

Our Process: Clarity from the Ground Up

We’ve refined a simple, thoughtful planning process that meets you where you are and adapts as your life evolves.

Define Your Goals
What are you working toward—retirement, college savings, a move, a new business, peace of mind? We start by listening.


Design Your Plan
We develop a personalized, tax-smart strategy that aligns with your short- and long-term goals—across every area of your finances.


Review & Refine
Your plan isn’t static. Life changes, and your plan should evolve with it. We meet regularly to assess progress and make updates.

Gather & Analyze
We take a close look at your income, assets, expenses, insurance, taxes, and estate documents to build a true financial picture.


Implement & Adjust
Once your plan is in place, we help you take action. From account setups to portfolio rebalancing, we walk with you step by step.

What Does Financial Planning Include?

We tailor every plan to the client, but most include a combination of the following:

Retirement Planning
We’ll help you determine when and how you can retire comfortably—with smart drawdown strategies, Social Security timing, and 401(k) or IRA coordination.


Tax Planning & Coordination
From annual strategies to multi-year planning, we design your investments and income flow with taxes in mind.


Estate Planning Coordination
We work with your attorney (or one of our trusted partners) to ensure your will, trust, and beneficiary designations align with your financial goals.


Investment Advisory
As fiduciary advisors, we manage your portfolio based on your risk tolerance and timeline—always focused on long-term, after-tax results.


Insurance & Risk Management
We assess life insurance, long-term care needs, and income protection to help you and your family stay prepared for the unexpected.


Education Planning
For families with children, we help you choose the right strategy to save for college without derailing your retirement goals.

We Serve Individuals, Families, and Professionals at Every Life Stage

Whether you’re in your 30s and building a career, juggling college tuition and mortgage payments in your 40s, or entering retirement in your 60s, our planning adapts to your needs. We especially enjoy helping:

  • Families in Nassau County

  • Business owners with complex tax needs

  • Corporate professionals with employer retirement plans

  • Retirees seeking predictable income and tax-efficient withdrawals

How Financial Planning Helps You

  • Clarity – Know where you stand today and where you’re headed

  • Control – See how small adjustments can make a big difference

  • Coordination – Make sure all your financial decisions work together

  • Confidence – Make decisions with expert guidance—not guesswork

Frequently Asked Questions

  • Is financial planning only for wealthy individuals?

    Not at all. In fact, middle- and upper-middle-income families often benefit the most from planning—especially when it comes to taxes, retirement, and education funding.

  • Do I need to move all my accounts to you?

    Not necessarily. While we do manage investments for many clients, we can also provide advice on assets held elsewhere, including 401(k) plans still at your employer.

  • How often do we meet or review the plan?

    We check in at least annually—and more frequently during life transitions or as needed. You’ll always know when and why we’re making changes.

  • Can I start with just a one-time plan?

    Yes. We offer both ongoing planning relationships and one-time projects. We’ll help you decide what’s right based on your goals and complexity.

Let’s Build a Plan That Works—With Tax Strategy Built In

You’ve worked hard to get where you are. We’ll help you make the most of it—today, tomorrow, and decades from now.