Services

“Will you retire in the next …1…5…10 years?”

At Westchester Financial Partners we specialize in Retirement Planning for Teachers. Are you a NYSTRS or TRSNYC member retiring in 1, 5, 10 years? Attend one of our Retirement Seminars to learn about the pitfalls surrounding the decisions you have to make at retirement.

How We Do It

Three Step Process: Attend Retirement Seminar, Have a Personal Retirement Consultation, and Management throughout the years before and after retirement.

Seminar

Join us for an informational Retirement Seminar to learn how you and your loved ones are affected by the pension options in NYSTRS and TRSNYC.
Attend one of our NYSTRS or TRSNYC Retirement Seminars, all members are welcome whether you are a Teacher or Administrator.
Learn Strategies to Maximize your pension.
Costly mistakes to avoid.
Why early planning is essential.

Register For Our Retirement Seminar

Personal Retirement Consultation

We provide complimentary 2-hour Personal Retirement Consultations for an in-depth analysis of your Pre-Retirement readiness.

Schedule a Consultation

Management

All your retirement and life insurance needs.
403b, IRA, Roth IRA, SEP IRA, Brokerage Accounts, 529 Plans, Life Insurance, Long Term Care.
Licensed in NY, NJ, CT, PA, NH, NC, FL, TX

Investments

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Info@WestchesterFinancialPartners.com | 914-809-5009