Francis Financial

Financial Planning Consultants, Financial Planners, Insurance

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Today: 9:00 am - 6:00 pm

Tomorrow: 9:00 am - 6:00 pm

22 Years

in Business

(212) 374-9008Call Visit WebsiteVisit Website Map & DirectionsDirections39 Broadway Rm 1730New York, NY 10006 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 6:00 pm

Places Near New York with Financial Planning Consultants

Hoboken (4 miles)
Jersey City (6 miles)
Long Island City (7 miles)
Union City (8 miles)
Brooklyn (8 miles)
Astoria (10 miles)
Elmhurst (12 miles)
Jackson Heights (12 miles)
Forest Hills (14 miles)
Newark (14 miles)

More Info

Email

Extra Phones

Fax: (646) 219-6799

Payment method

check, debit

Neighborhoods

Downtown Manhattan, Financial District

AKA

Francis Financial, Inc.

Other Links

https://francisfinancial.com

https://francisfinancial.com/contact-us

Categories

Financial Planning Consultants, Financial Planners, Insurance, Investment Advisory Service, Investment Management, Investments, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (212) 374-9008

Address: 39 Broadway Rm 1730, New York, NY 10006

Website: https://francisfinancial.com

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Francis Financial

Charitable Giving
We will help you achieve your short and long-term goals by creating a customized financial plan and investment strategy that considers all aspects of your life. We will be there every step of the way to ensure you have a plan for retirement, college expenses, taxes, charitable giving, home purchases, and so much more.
Tax Services
Losing a spouse is difficult enough, and navigating the complex world of taxes only adds to that burden. In this episode of Financially Ever After, host Stacy Francis is joined by Samantha Harris, CPA, who leads her own tax preparation service company. Together, they provide valuable advice that will help you understand important nuances, file your taxes, and potentially save thousands of dollars in the process. Stacy and Samantha dispel some of the mystery around taxes after a loss, from finding the right professional guidance to understanding Social Security to proactive planning.
Tax Deductions
When we met with Jonathan and Patty, they didn’t have a plan for their retirement, which they hoped to take in the next 15-20 years. They had accumulated a large sum of assets but didn’t have a comprehensive strategy to accomplish all their goals and didn’t have an estate plan in place for their family. After reviewing all their assets with them, we discussed their options, and they decided to finance their retirement first. We had advised them that this takes priority over funding their children’s education, as you cannot receive a loan for retirement. They decided they would ultimately sell their Scarsdale home, once their kids were grown, as they did not want to have the pressure of the maintenance the house required as they got older. We helped Jonathan and Patty put a financial plan in place where they could permanently move to their New York City apartment, full-time, and established the magic number of what they could safely withdraw each year upon retirement. Jonathan and Patty’s portfolio also included college education planning for their three children. We designed a personalized savings plan for them through 529 plans, and created a secure future for each of the children’s future career paths. 529 plans allow for tax-free growth if the funds in the account are used for qualified education expenses, such as college tuition. This makes them a more attractive savings vehicle for college and other educational expenses than a traditional bank or investment account. As New York residents, Jonathan and Patty received a state income tax deduction on the amount they contributed to the account, which, as a married couple, was up to $10,000 per year, since they filed jointly. In addition to creating their portfolio, we helped Jonathan and Patty create an estate plan. We discussed our recommendations and then introduced them to a trusted estate-planning attorney, where they were able to thoughtfully create a comprehensive estate plan that is aligned with their values and wishes. With our support, they now have a better understanding of their money, and are on track to meet all their financial goals and retire stress-free!
Income Tax
For many people, the sudden arrival of a sizable sum of money can be overwhelming, and it often occurs during an emotionally difficult time. For Emily, her mother’s passing was unexpected, and she waited for a few months before making any big financial decisions. When we first met with Emily, she shared that she had never worked with a financial advisor before. We walked her through our strategy for inheritance planning, which would assist her in protecting her new wealth, and helped her understand the tax implications, income planning and how to have the most impact with her inherited assets. This strategy helped to mitigate her tax impact as much as possible, which she could take advantage of in years when she might find herself in lower income tax brackets. After years of working together, Emily decided to look into buying a second home in upstate New York. We ran scenarios against her financial plan to deduce the maximum amount she could afford. We determined it would be best for Emily to find a home for under $2,500,000. Emily stayed within this budget and was able to find the perfect getaway from New York City. In the time we’ve been working with Emily, she has been committed to achieving the goals she set for herself and the goals we implemented into her financial plan. In that time, she also met the love of her life and got married. We sat down with Emily and her new husband to facilitate conversations about their long-term financial plan for their life together.

Bonds
Wealth Management
Francis Financial has been recognized six years in a row as one of the “Top 10 Financial Advisors in New York” amongst thousands of wealth management firms specifically for our unique and comprehensive client experience. We were highlighted for our individual attention, transparency, and independent advice.

Financial Planning
Francis Financial provides divorce financial planning that will help you establish financial stability in the wake of your divorce or separation. Whether you are thinking about divorce, starting the process, or nearing the end, our team of Certified Divorce Financial Analyst® professionals can answer any questions you may have, explain the ins and outs of the divorce process, remove any confusion you have about your financial future, and give you the tools you need to ensure you are protected for the long-term.
Retirement Planning
Creates your custom financial plan taking into account your lifestyle and goals, such as education funding and retirement planning.
Long Term Care
Over the last two decades, Francis Financial has built trusted relationships with professionals you may need along your financial journey, so we help build you a team of smart and caring professionals. Your team might include an accountant, estate planning attorney, property and casualty insurance agent, as well as other professionals such as life, disability, long-term care, and health insurance experts. You may also already have a team in place, so with your permission, we can exchange information and ideas with those who are supporting you to optimize the advice we provide.
College Funding
Asset Protection
Planning for a disabled child’s future requires careful consideration of government benefits and asset protection strategies. Understanding the nuances of Medicaid, SSI, and SSDI is crucial in ensuring the child’s financial security and well-being.

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