My Financial Planner 24/7

For Widows and Divorcees in Nassau County and Suffolk County on Long Island

Trendline specializes in helping Divorcees and Widows on Long Island who find it difficult to cope with financial matters now that they are alone, and are not sure where to turn for Trusted, Qualified, Accessible financial advice and help, even with the smallest of questions or concerns.

Could this describe you during this difficult and emotional time:

- A Divorcee or Widow in Nassau County or Suffolk County now faced with having to handle the finances and not sure what to do on a daily basis, creating a budget, getting the bank accounts into your name? You may not even know where to start since your husband handled all the family finances.

- You may be putting off dealing with the financial institutions for fear of “being taken” or having to listen to sales pitches.

- You may have enough money, but it is just sitting in a savings or checking account since you are not sure where you should put it.

- You get most of your financial advice by asking family members, friends or coworkers and you’re not sure if they know what they are talking about.

- Now that you are alone, do you wish you had someone to call each day for trusted financial advice when you have a financial issue or question, no matter how small, without being made to feel stupid and without fearing that the person will try to sell you a product?

My name is Peter Owen and I started Trendline Financial Solutions to assist Long Island Divorcees and Widows with their everyday financial issues. WHY? Because the majority of Long Island Financial Advisors and Financial Planners want to either manage the assets of the rich and get nice management fees, or they want to sell you some product ie a Front- Load mutual fund or insurance policy. Who is there to help ordinary people and women now alone with their financial questions and problems? I established my practice as a Fee Only Financial Planner in Nassau County and Suffolk County on Long Island, and , yes, I do normal comprehensive financial planning and investment management ( Fee Only means I get compensated soley by fees charged to clients, I receive NO commissions for products I might recommend to a client- I may however receive certain referral fees from a broker for referring a client who needs insurance products). However, I have found that most Long Island Divorcees and Long Island Widows are not looking for full comprehensive Planning. What they really need is a person who they can call when they have a question, maybe help with setting up a budget, help in dealing with their bank or other financial institution, trusted advice on how to reinvest her money wisely, basically someone who is always there to help when needed. It is not formal financial planning that you need, but help coping with everyday financial decisions.

For this reason, I started a program whereby you can call me as many times as you need to, 24/7 , to get help with a financial question or need assistance in some financial problem. Some of my associates have said I am crazy, that people will be calling every day. Maybe, and I realize some people may call every day just because they can. But I expect that most people, especially Divorcees and Widows, truly want someone there when needed, some may never call but are still comforted by knowing someone is there just in case.

Cost : $30 per month charged to your major credit card, plus an initial one hour session costing $180 to get all necessary information about your finances and family situation/desires, so that I can be prepared when you call with a question.

Complicated questions or requests requiring more research and time will revert back to our normal $180 hourly charge.

If you need a Trusted, Capable, Accessible and Patient financial planner on your side, My Financial Planner 24/7 might be what you need. I am totally flexible in how we structure our professional relationship – my objective is to fill the void you have in dealing with your finances.

Call or email for a free introductory meeting to discuss your needs.

Contact:

Peter B. Owen

Main office: 223 Parker Avenue, West Hempstead, Nassau County, Long Island, NY 11552

1675 Cedar Beach Road, Southold, NY 11971

21 West Mill Drive, Great Neck, NY 11021

Phone: (516)317-2860

Email: info@trendlinefinancialsolutions————–
or peter@trendlinefinancialsolutions.com

Website : trendlinefinancialsolutions.com

Trendline Financial Solutions is a New York Resistered Investment Advisor and Fee Only Financial Planner Firm offering Financial Planning and Investment Management to Nassau County, and Suffolk County, Long Island,,with offices in Southold, Great Neck and West Hempstead, NY, convenient to Garden City, Rockville Centre, Floral Park, Franklin Square, Long Beach, Malverne, Mineola, Manhasset, Roslyn, Port Washington, Mattituck, Cutchogue.

Also, Top best most dedicated licensed real estate agent in Garden City, Malverne, Stewart Manor, Floral Park and all the following villages. Top best agent with The Donnelly Group in Garden City, NY.

Servicing all Nassau County villages: