Retirement Planning in Nassau County, New York
OnePoint BFG Wealth Partners – East Bay | Financial advisors serving the Nassau County area
Have us on the phone in 15 seconds.
“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 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.”
Looking to Trade Your Commute for Your Retirement Flight Plan in Nassau County, NY?
At OnePoint BFG Wealth Partners, we help Nassau County folks answer these questions NOW, not later.
We don’t peddle financial products for commission.
We work for YOU, creating personalized Retirement Flight Plans grounded in reality, not guesses.
How we help residents of Nassau County, NY
Tax Planning
Uncle Sam took his cut during your working years. We’ll help you keep more of what’s yours during retirement.
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.
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.
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.
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.
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.
Risk Management
We don’t affiliate with (or get kickbacks from) insurance companies, but we’ll help you pick the right coverage for you.
Live Well. Retire Better.
Step 1: Book a 20-minute Call With Lyle and Drew
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OnePoint BFG Wealth Partners – East Bay
3433 East Bay Ct.
Merrick, NY 11566
516-440-5050
