We'll help you make a strategic plan to keep your financial goals on track.
At Botwinick & Company, LLC, we help business owners and individuals like you create strategic plans to achieve your financial goals. We can help you plan in many areas, including retirement savings, wealth management and protection, debt management, education expenses, estate planning, and more. Our team of financial experts will show you exactly what to expect, not only for this year but for future years to come.
Botwinick & Company, LLC will work with you to build a bright future for you and your loved ones. From budgeting and managing family finances to properly building a comfortable retirement, purchasing a home, wealth management, and a range of other significant financial decisions, we can help you plan a strategy to keep your life and financial goals on track.
Building your wealth and protecting your assets requires detailed and ongoing financial planning. We can help you make sound decisions for your retirement accounts, including IRAs, annuities, 401(k)s, pensions, and Social Security, along with other assets. Our retirement strategy includes a comprehensive periodic assessment of your plan to assure you can enjoy financial independence in your working years and in retirement. In addition, we have access to a network of trusted financial professionals for additional guidance depending on your needs.
We offer an array of personalized Financial Planning services, including:
Establishing financial goals based on a sound strategy and continuous maintenance is essential to a carefree, financially independent future. Let us help you plan yours.