Leading Financial Consulting Services for Westchester Clients
Family, business, real estate, and retirement planning financial consultation services that specializes in providing fiduciary-level guidance for clients in Westchester, NY.
Your Path To Financial Success Begins With a Trusted Consultant
At RVPII Consulting, we specialize in providing fiduciary-level guidance to American working families, business owners, and real estate investors. We offer a full suite of personalized financial planning services, including family financial planning, business financial planning, and real estate investment planning. Our team of trusted consultants also focus on 1031 exchange consultant services, retirement planning Westchester, and estate and legacy planning support.
If You Are Looking For A Trusted Financial Consultant For Westchester Residents, We Are Conveniently Located At:
Find Financial Peace Of Mind With RVPII Consulting: Your Trusted Financial Consultant In A Convenient Location
Westchester is a place where many people work hard and strive to achieve their goals. With its diverse and vibrant community, Westchester is a unique place that deserves quality financial services that can help its residents secure their financial future.
At RVPII Consulting, we understand the value of providing personalized and fiduciary-level financial consulting services to the people of Westchester. We are committed to helping our clients navigate the complex world of finance with honesty, integrity, and transparency. Our team of trusted financial consultants has a wealth of experience in providing customized financial planning services tailored to the unique needs and goals of our clients.
We understand that every individual, family, and business has their own financial priorities and challenges. That’s why we take the time to listen to our clients, understand their needs and goals, and provide them with personalized financial guidance that can help them achieve their objectives.
Our investment and wealth management services are designed to help you achieve your financial goals, whether you are looking to save for a major expense, create a retirement income strategy, or build a legacy for your family. Our financial consultants will work with you to create a customized plan that is tailored to your needs and goals. We offer securities backed lines of credit (SBLOC) to help you achieve your investment goals.
We understand the importance of family and the role that financial planning plays in securing its future. Our family financial planning services are designed to help you achieve your financial goals while taking into consideration the unique needs and circumstances of your family. Our financial consultants will work with you to create a customized plan that is tailored to your needs and goals.
Our retirement planning Westchester services are designed to help you create a secure retirement income strategy that will provide for you and your family in your golden years. We offer a range of retirement planning products, including traditional IRAs, Roth IRAs, SIMPLE IRAs, and employer-sponsored plans such as 401(k), 403(B), and 457(B) plans. Our team will guide you through the retirement planning process, from assessing your current financial situation to creating an investment strategy that will provide the income you need to enjoy your retirement to the fullest.
Our life insurance planning services are designed to help you protect your family’s financial future in the event of your unexpected passing. We offer a range of life insurance products that can help with asset protection, income replacement, cash accumulation, estate protection, and retirement income planning. Let us help you create a customized life insurance plan that will give you peace of mind and financial security.
College education is a valuable part of achieving higher literacy and the financial burden it can place on families can be immense. That’s why we offer college savings and funding solutions, including 529 plan implementation, college budget planning, and cash value accumulation with life insurance. Our financial consultants will work with you to create a customized college savings plan that is tailored to your needs and goals.
Our estate and legacy planning services are designed to help you create a secure legacy for your family that will last for generations. We offer special needs planning, guidance on appropriate trust structure for families, asset protection strategies for long-term care, gifting strategies for heirs or inheritors, and managing assets and investments to follow their estate planning and legacy goals.
Our debt management services are designed to help you manage and eliminate your debt, including credit card debt, student loans, medical debt, personal lines of credit, mortgage debt, home equity lines of credit, and securities backed lines of credit. Our financial consultants will work with you to create a debt management plan that is designed to meet your needs.
Our business financial planning services are designed to help you build and enhance a financial foundation for your business interests. Whether you are launching your first business or own multiple companies, our team specializes in developing strategic business financial planning strategies that are uniquely customized to the needs of business owners.
We offer personalized strategies to maximize retained earnings at the business and personal levels, assistance with managing and understanding the use of debt from credit cards and business lines of credit, strategic and creative tax planning services, benefit package evaluations, key man insurance, buy/sell life insurance agreements, cash value accumulation strategies and management, SIMPLE IRAs, SEP IRAs, traditional and Roth 401(k)s, solo 401(k)s, profit sharing plans, cash balance plans, and defined benefit plans.
Real estate investing can help set the foundation to a rich cash flow and financial stability. We specialize in 1031 exchange consulting, offering introductions to qualified intermediaries, tax attorneys, and CPAs when necessary. Our guidance includes strategies to complete a successful 1031 exchange using the Delaware Statutory Trust (DST), DST 721-UP-REIT offerings, mineral rights, or Tenant-In-Common (TIC) investments. We also discuss asset protection services include entity ownership and business structure consulting, real estate life insurance strategies, and estate protection to safeguard your assets from liquidation while structuring a plan to leave your assets to your heirs. Our firm also offers access to real estate backed securities that help diversify inventors portfolios away from the stock market. These investments can be non-traded real estate investment trusts (REITs), daily net asset value (NAV) REITs, preferred note programs, development opportunities, or programs to invest in multifamily, office, or industrial portfolios.
Types Of Financial Services Avilable For Westchester Clients
At RVPII Consulting, we understand that every individual, family, and business has unique financial goals and needs. That’s why we offer a range of personalized financial consulting services that are designed to help you achieve your goals and secure your financial future.
1031 Exchange Consultant Services – Westchester
If you are a real estate investor looking to sell a property and reinvest the proceeds into another property, you may want to consider a 1031 exchange. A 1031 exchange allows you to defer capital gains taxes on the sale of your property and reinvest the proceeds into a like-kind property. At RVPII Consulting in Westchester NY, we offer 1031 exchange consultant services to help you navigate the complex process of a 1031 exchange.
Our 1031 exchange consultant services include:
We can help you understand the requirements and limitations of a 1031 exchange, including the timelines for identifying and closing on a like-kind property.
We can introduce you to qualified intermediaries who can facilitate your 1031 exchange and help you complete the necessary paperwork.
Our firm offers investments in the Delaware Statutory Trust (DST) investments that qualify as like-kind replacement property for their 1031 exchange. These offerings allow accredited investors access to institutional quality real estate in multifamily, self-storage, student housing, NNN, and more!
We can help you navigate the identification rules for a 1031 exchange, including the 3 property rule, the 200 percent rule, and the 95 percent rule.
Our team can provide guidance and strategies to help you complete a successful 1031 exchange, including the use of reverse exchanges, improvement exchanges, and delayed exchanges.
We can introduce you to appropriate tax professionals who can help you navigate the tax implications of a 1031 exchange and ensure compliance with IRS regulations.
When it comes to your financial future, you need a professional you can trust. With RVPII Consulting, you can expect personalized financial planning services performed with honesty, transparency, and integrity every step of the way. Our team of financial consultants adheres strongly to the principles of integrity, responsibility, and loyalty. We hold ourselves accountable to you every single day.
Why Choose RVPII Consulting
The Westchester Financial Services You Deserve
To learn more about our Family, Business, & Real Estate Financial Consulting practice in Westchester NY, visit our website at rvpiiconsulting.com and fill out a form to request a consultation. You can also call us at (631) 937-3475 or visit our office at 286 Main Street Setauket-East Setauket, NY 11733. Don’t wait to secure your financial future. Schedule a consultation with RVPII Consulting today and take the first step towards achieving your goals.