Why do you need Inner Circle Platinum Advisors LLC?

Many people don't realize that comprehensive financial planning entails much more than allocating someone's portfolio. We help our clients analyze their life's goals and we work with them to ensure that these goals are met. Often the birth of a child motivates a parent to evaluate their finances seriously, and we are here to help.

We offer a wide range of services geared toward young parents. Namely, we help new parents:

• Evaluate college savings requirements and 529 plans. We often save NYC residents over $1,000 a year in state income taxes by choosing the proper college savings plan.
• Comply with the taxes and filing requirements of hiring a nanny. Believe us, New York doesn't make the process easy.
• Optimize their income tax returns by ensuring they are fully taking advantage of tax deductions and helping them ensure that know how to back-door their way into Roth IRAs.
• Figure out whether they have adequate insurance to protect themselves and children.
• Properly structure business entities.
• Evaluate home ownership and mortgage products.
• Ensure that they have a proper estate plan in place to protect their family.
• Properly allocate their portfolio to meet their objectives while minimizing taxes and investment costs.

For a full list of our services click here.

Most advisors charge clients a percentage of their assets or commissions by selling them stuff. As you can see from many of the items listed above, many aspects of proper financial planning have little to do with managing an investment account. These fee structures distort the client planner relationship. Our way is different: we bill clients directly based on the complexity of their needs and the time it takes to service them. Our pricing can be found here. This allows our interests to be aligned with yours. We receive no compensation from third parties or have a financial interest in the advice that we give. This ensures that our advice serves your best interest and no one else's. Advice you can trust. Always.

After all, what good is an advisor if you can't trust him? We are always looking out for your interests so you can spend your time doing more important things.