Educated. Empowered. Confident.

We are a lifestyle practice that equips you with financial knowledge, insight, and direction so you can pursue your goals with passionate purpose.

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Strategic Planning
For Your Best Life

We are professional partners whose goal is to optimize your life through holistic financial planning. We go beyond budgets and balance sheets and look at the bigger picture, helping you align your wealth with the kind of person you are and the life you want to lead. We focus heavily on education, having practical discussions that give you a clear understanding of where you are in relation to where you want to be—and most importantly, how to close that gap. We ensure you have everything you need to make intentional, strategic, and confident financial decisions that lead to your best life.

About Us

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Illuminating Your Financial Journey

We spend time guiding you through your financial situation and making sure you understand each risk, opportunity, and strategy as it relates to your goals. We want you to feel completely enlightened about your situation, so you feel confident making informed decisions. We believe it’s crucial to empower you with knowledge and perspective, because the more you know about your wealth, the better you can make it work for you.

Our Expertise

We Are...

Big-Picture Strategists

Your financial world is made of many interconnected parts, and we start with the big picture to make sure every detail works together cohesively to support your vision of a life well-lived.

Trusted Connecters

We have a strong network of CPAs, attorneys, and other trusted professionals with whom we partner to round out your planning strategies. We’re also happy to coordinate with any existing partners you have in place, ensuring everyone is on the same page and working toward your best interests.

Dedicated Financial Professionals

We never stop learning, making it a point to continually build on our knowledge of planning strategies and stay abreast of industry developments and regulations. Our goal is to be the comprehensive resource you rely on for trustworthy financial advice.

Lifelong Partners

When you work with us, we build close, personal, relationships that often evolve into friendships. We consider it an honor to grow and evolve along with you, and we stay by your side through all of life’s challenges and celebrations.

Contact Us

333 Earle Ovington BLVD STE 505
Uniondale, NY 11553

Call Us: 516-318-3529
Email: spierrelouis@ft.newyorklife.com