Aason B. Safier
Aaron B. Safier, AWMA®, LUTCF
Founder & CEO

Our Wealth Building Strategy

Our Mission

Empowering & Enlightening Young Professionals to make critical financial decisions today for a better tomorrow.

Understanding Our Process

See How We Help You Get Wealth Done
Insurance Management New York

Face-to-Face
Personal Service.

We meet with you one-on-one. Get an understanding of your concerns, goals, and objectives. It is the critical first step in understanding about you and your family dynamics so that we can plan appropriately.

Financial Planner New York NY

Doing Our
Homework.

We fulfill our due diligence in gathering information and details about your finances. Every situation is different & we may have questions, which are critical in our planning process. Our goal is to begin our relationships having a clear understanding of your circumstances.

Financial Planner New York NY

Customized Solutions
For You.

We will provide a report that outlines and illustrates our recommendations, strategies & customized solutions for you, and show you how we plan to help you execute. During the implementation, we will help you put our recommendations into action and monitor your progress through periodic reviews.

Take Your Financial Temperature

Where Do You Stand In Your Overall Financial Planning?

Services We Provide

Covered in these areas
Insurance Management New York

Family Governance & Wealth Education

Helping families and their young adult children understand the importance of financial planning

Financial Planner New York NY

Comprehensive Wealth Planning

Reviewing all the different facets of an individuals investment portfolio helping them stay on track to accomplish their goals

Financial Planner New York New York

Investment Management

Manage, review, and rebalance our clients’ investment portfolio helping them “weather” the storm of volatility

Financial Planner New York New York

Risk & Insurance Management

Coordinating an insurance plan for clients helping them protect themselves and their families against unforeseen events

Financial Planner New York NY

Financial Planning for Business Owners

Working side-by-side with entrepreneurs and business owners helping them establish group benefit and insurance programs to satisfy their employees’ needs

Financial Planner New York

Philanthropy Management

Working with individuals and strategic partners creating plans designed to establish gifting strategies and legacy planning to benefit charities

Get In Touch with Us!

We’ll be happy to answer any questions you may have on your way to building your wealth! Reach out here and we’ll get back to you soon.

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