Central Park Financial Planning provides financial planning and investment advisory services to individuals and families. The firm distinguishes itself by offering services to meet clients’ needs including investment planning, insurance planning, education planning, retirement planning, estate planning and tax planning & preparation needs. Central Park Financial Planning is a fee-only firm and does not sell insurance or investment products, sponsor bundled fee programs, or accept commissions.
Fee Structure
As part of the Open Retainer Engagement, Central Park Financial Planning will provide ongoing investment advice tailored to your goals. They will create a written investment plan and portfolio allocation. At your request, they can execute trades for you, but only with your explicit authorization for each transaction.