Financial Planning

Financial planning includes the setting of your goals and objectives, a detailed review of your current situation, the development of specific strategies designed to help you achieve your stated goals, and the presentation of a written plan. Trendline Financial Solutions works with you and your family to identify your specific list of short term and long term goals, and develop specific recommendations in any or all of the following areas.

  • Cash Flow and Budgeting
  • Investments
  • Managing  your Debt
  • Planning for your Retirement
  • Risk Management
  • Education Planning
  • Estate Planning
  • Review of your Pension/401k plan
  • Other financial issues facing you

Trendline is a Nassau County Fee-Only Financial Planning firm and Suffolk CountyFee-Only Financial Planning firm. We do not sell you financial products or receive any commissions. We may receive certain referral fees from a broker for referring a client who needs insurance products. Our financial services are for those who need long-term advice, or one-time specific advice due to seeking a life-changing event such as retirement, divorce, new marriage, a new baby, or the death of a spouse/becoming a Widow.

Your Personal Financial Advisor  

We do more than just create financial plans or invest your assets, we help you make better financial decisions. When you have questions related to insurance needs, buying versus leasing, saving, buying a home, investing, retirement or other, please call us. We serve as your confidential advisor to help you make informed decisions for the future.

That’s what makes us different. We are there when you need us, whether it a full comprehensive review or a short question.  We want to be there for you every step of the way to help you navigate the often complex life changes that will affect your financial future.

Clients entering into an ongoing Comprehensive Financial Planning Agreement have access to our services 24 / 7.

Our Process

 Trendline Financial Solutions provides Financial Planning as a stand-alone service or in conjunction with ongoing investment management.

Prior to developing your financial plan we will meet with you to learn about your goals and objectives. We then request that you provide us with financial information and other pertinent documents so we can begin your plan. We will work closely together to ensure that we capture all your goals, concerns and time tables.



Your Financial Consultant

Specific Financial PLANNING ISSUES and Consultations

These services are oriented toward solving specific problems and/or reaching specific goals depending on family needs. No long term relationship or extensive planning.

Fees are simply $180 per hour. You will receive an overall time estimate prior to you any further work needed.

Your Financial Planner

Comprehensive Financial Planning

We are your Financial Planner that can assist you in planning your financial future. These services include the establishment of Objectives, Creation of your Financial Plan, Insurance Planning, and Estate Planning.

You have access to our services 24 hours a day, 7 days a week to discuss any financial planning issue.

Fees are $180 per hour, minimum $800 for Comprehensive Financial Planning.

Contact Us for a free, no obligation introductory appointment!

Trendline Financial  Solutions is a Long Island Financial Planner Firm offering Financial Planning and Investment Management to Nassau County and Suffolk County, with offices in Southold, Great Neck and West Hempstead, NY