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No one strategy fits everyone Our customized approach A plan designed for you Guidance from a Professional

Understanding Today's Financial Environment

Welcome, My name is Michael Most and I'm a financial Advisor with offices in New York and Florida. I understand that individuals often face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow.

Whether your goal is preparing for retirement, college savings or estate strategy, our personalized service focuses on your needs, wants and financial goals and objectives. I have 20 years of experience in financial services, I can help address your needs today and for the many years to come.

I look forward to the opportunity of working with you through the various stages of your life.

The Client Experience

As your life continues to change and evolve we will help modify your goals and keep you moving forward.

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Wealth Accumulation

Applying principles and strategies that may enable you to create an investment portfolio that reflects your risk tolerance.

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Retirement Planning

A sound approach begins with taking a closer look at your potential retirement income sources.

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Helpful Content

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

 

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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