CWP builds meaningful long-term relationships through a “Service First” philosophy. In all client relationships we are committed to do whatever it takes to guide you in making the best financial decisions possible for your family and your business. Our commitment to a cross disciplinary approach allows us to ensure that decisions are made through a
collaboration of financial, legal and accounting perspectives. We believe in giving you a customized, confidential financial plan. Our goal is to provide you with financial security that lets you lead a life of greater confidence, choice and freedom.
The information is provided with the understanding that it is not intended to be interpreted as
specific legal or tax advice. Neither Massachusetts Mutual Life Insurance Company nor any of its
employees or agents are authorized to give legal or tax advice. Individuals are encouraged to seek
the guidance of their own personal legal or tax counsel.
*The producer’s relationship with the client during post-plan delivery is as a registered representative and not as a fee-based financial planner.
*The client is free to implement the plan recommendations with whomever he/she chooses.
*Periodic reviews or updates require a new agreement and may be subject to additional fees
What truly sets CWP apart is our process. We firmly believe that building a successful plan begins by getting to know you. That is why, in our initial discussions with you, we spend most of our time listening. We ask questions covering a wide range of issues and then hear what you have to say. Talking with you helps us to learn about your goals, understand your preferences and appreciate your level of comfort with risk. Any previous insurance, investment and estate planning decisions you’ve made are relevant to the discussion. If those decisions still make sense, we tell you. If there are shortfalls, we identify our concerns and outline the steps necessary to address them. CWP’s process reflects an emphasis on financial planning (instead of financial products) and on continuous improvement. Our new clients typically find this approach refreshing; our long-term clients have come to expect it.
Our primary objective is focused upon developing long term personal relationships with our clients. Our highest priority is assisting clients in identifying and attaining their financial and lifetime goals.
6800 Jericho Turnpike
Suite 202W Syosset, NY 11791
Phone: (516) 364-4203
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org) 6800 Jericho Turnpike Suite 202W Syosset, NY 11791 (516) 364-4203. MML Investors Services, LLC does not provide tax/legal services.
* The Client is free to implement the plan recommendations with whomever he/she chooses.
**Periodic Reviews or updates may require a new agreement and may be subject to additional fees.