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Retirement Planning in Long Island, New York

OnePoint BFG Wealth Partners – East Bay | Financial advisors serving Long Island
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“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 CLIENT

“This testimonial is provided by a current client of OnePoint BFG with no compensation. There is no potential conflict of interest as this testimonial has no relationship to OnePoint BFG or OnePoint BFG Advisors.”

Your Retirement Flight Plan Starts Here in Long Island, NY

You’ve spent decades building your career and your nest egg. Now you have questions:
  • “Will my savings last?”
  • “Can I really afford to stop working?”
  • “What’s the smartest way to handle Social Security, taxes, and healthcare?”
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Our Office

OnePoint BFG Wealth Partners – East Bay
3433 East Bay Ct.
Merrick, NY 11566

516-440-5050

Lyle.rosman@onepointbfg.com

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Why OnePoint Wealth Partners in Long Island, NY?

Hi, we’re Lyle and Drew.

We’re fee-only advisors who work for YOU, not product companies.
No commissions. No conflicts of interest. Just straightforward guidance when you need it most.
Lyle Rosman

Partner & Wealth Management Advisor

about lyle

Some of my fondest memories were skipping school to attend annual PepsiCo shareholder meetings with our grandfather.

He taught us real prosperity comes from making wise decisions every day — or like our dad (also an accountant) always said: “I could eat two steaks for dinner… but I’ll eat one, and invest the other.”

I was on the Platinum Council (previously known as Premier Advisor) at Wells Fargo before joining forces with my brother Andrew in 2009.

Outside the office, you can find me coaching my kids’ sports teams, cooking, working on classic cars and cultivating my tulip garden.

Andrew Rosman, CFP®

Partner & Wealth Management Advisor

about andrew

Before Lyle and I joined forces, I worked as a CERTIFIED FINANCIAL PLANNER™ since 2007 for Wells Fargo Advisors.

Coming from a long line of accountants, helping to keep the taxman’s hand out of your pocket is my specialty. I can tell you that well-positioned financial plans are grounded in reality, not exotic strategies.

Crafted on principles instead of guesses, a solid financial plan is like Novocain – give it time, it historically works.

I live in Long Island with my family, where I like to jog, unwind at the beach, and explore charming local bed and breakfasts.

Where Will Retirement Take YOU?

It all starts with a 20-minute conversation
LET’S CHAT FOR 20-MINUTES. Yes, it’s Free

Our Long Island, NY team delivers:

  • Tax planning
  • Making work optional
  • Retirement income
  • Investing
  • Social Security and Medicare
  • Risk Management
  • Estate planning
Lyle and Andrew

What do these involve? More below…

Tax Planning

Uncle Sam took his cut during your working years. We’ll help you keep more of what’s yours during retirement.

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Make Work Optional

Whether you want to retire in a yurt, hang with family, or sip margaritas on the beach… “retiring well” means pursuing lifestyle goals that are long overdue.

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Retirement Income

Let’s make sure your savings last you through. Get a personalized retirement income plan. Designed through 1-1 meetings over several weeks and updated as life changes.

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Investing

Going from investing your paycheck to getting a paycheck from your investments is a BIG change. We’ll dial in your portfolio to make your money work smarter.

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Social Security and Medicare

Pick the right time to start taking Social Security, and your best Medicare options. Instead of wondering on your own, you can have a date to start and a plan.

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Estate Planning Strategies

Ensure your wishes are known and followed. Create a strategy to pass on assets to the right people. Structure your will, trusts, power of attorney, medical directive, and more.

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Risk Management

We don’t affiliate with (or get kickbacks from) insurance companies, but we’ll help you pick the right coverage for you.

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Live Well. Retire Better.

Step 1: Book a 20-minute Call With Lyle and Drew
Book A Call With Lyle and Drew

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Question: How did you first hear about us?

OnePoint BFG Wealth Partners – East Bay
3433 East Bay Ct.
Merrick, NY 11566

516-440-5050

Lyle.rosman@onepointbfg.com

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