Helping
Long Islanders Retire Better
Why Long Islanders Choose OnePoint BFG Wealth Partners – East Bay
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More Than Crunch Numbers
Gain a trusted partner who will take the time to know you, your family, and your values.
More Than Crunch Numbers
Gain a trusted partner who will take the time to know you, your family, and your values.
One-Stop Retirement Shop
From big-picture strategy to the technical details, get a team in your corner to make your retirement dreams a reality.
One-Stop Retirement Shop
From big-picture strategy to the technical details, get a team in your corner to make your retirement dreams a reality.
Local Retirement Expertise
We grew up here. Nassau and Suffolk property taxes, New York’s estate tax cliff, what it really costs to retire on the Island. We plan around all of it.
Local Retirement Expertise
Deep understanding of the New York tri-state area and strategies for unique retirement challenges you might face.
Fiduciary
A fancy word that means we are a true financial partner who acts only in your best interest.
Fiduciary
A fancy word that means we are a true financial partner who acts only in your best interest.
Fee-Only and Independent
We don’t peddle financial products for a commission. We work for you and are ONLY paid by you.
Fee-Only and Independent
We don’t peddle financial products for a commission. We work for you and are ONLY paid by you.
Flexible Service Area
Most of our clients live on the Island. Some split the year between New York and somewhere warmer. We work in person or virtually, whichever suits you.
Flexible Service Area
We work virtually with clients worldwide, so you’re not tied to a single location to get value from our services.
“Lyle and Drew have the client’s interest at heart, the financial health of their client. They’re very approachable and accessible, easy to talk to. They don’t mince words. We rely on them for their judgment and guidance.”
ONEPOINT BFG WEALTH PARTNERS – EAST BAY CLIENT
This testimonial is provided by a current client of OnePoint BFG Wealth Partners – East Bay with no compensation. There is no potential conflict of interest as this testimonial has no relationship to OnePoint BFG Wealth Partners – East Bay or OnePoint BFG Wealth Partners – East Bay Advisors.
Retirement Planning Services
Custom-tailored to help you Live Well & Retire Better. Wherever Retirement takes you
Meet the Rosman Brothers
Two long island natives on a mission to help you Live Well & Retire Better
Long Island Retirement Stories
Dive into real client stories to see how we can help
This testimonial is provided by a current client of OnePoint BFG Wealth Partners – East Bay with no compensation. There is no potential conflict of interest as this testimonial has no relationship to OnePoint BFG Wealth Partners – East Bay or OnePoint BFG Wealth Partners – East Bay Advisors.
“Present you” did the saving. Let’s make sure “future you” gets to enjoy it.
It all starts with a 20-minute conversation
“I know a little about financial stuff. I have retirement accounts, but I wanted someone to keep track of it and make changes as needed so that I could retire one day. Someone’s got to look at the big picture with you. Lyle and Drew calm your fears and make it seem easy.”
ONEPOINT BFG WEALTH PARTNERS – EAST BAY CLIENT
This testimonial is provided by a current client of OnePoint BFG Wealth Partners – East Bay with no compensation. There is no potential conflict of interest as this testimonial has no relationship to OnePoint BFG Wealth Partners – East Bay or OnePoint BFG Wealth Partners – East Bay Advisors.
The Island Intel Blog
Tips to Live Well & Retire Better
Expect a touch of humor and a little Long Island attitude 🤙
Long Islanders: DON’T pick a retirement date before you have the answers to these 25 questions.
The Long Island Retirement Readiness Checklist shows where you stand on income, taxes, and timing, while there’s still time to adjust.
