Serving Suffolk & Nassau Counties in Long Island and Surrounding Metro New York Areas
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I want to share an extraordinary philosophy to help you make every dollar work harder, faster, smarter, and safer so you enjoy greater economic confidence now and save more money for retirement. Does that sound good to you? Schedule a complimentary 30 minute video consultation here!
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I’m excited to share how I’m evolving my practice with Fortuna, a digital investment platform. Fortuna will provide you with access to an institutional-quality investment portfolio and automated portfolio management, coupled with the guidance and long-term focus that comes with having a dedicated financial advisor like me. If you’re interested in taking a modern approach to investment management, it only takes a few minutes to create your custom recommended Fortuna portfolio.
Open Investment AccountApply for Life Insurance Completely Online
Competitively priced term and whole life insurance Issued by MassMutual, an A++ rated insurer* For residents of 50 states and territories 20 minute online application Algorithmic underwriting $100k to $3M face values** * Rated by A.M. Best Company as A++ (Superior; the top category of 15). The rating is as of 7/24/2017 and is subject to change. ** Face values up to $3M for ages 18-60; $1M policies for ages 61-65
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Serving Your Family and Business Insurance & Investment Needs Since 2004
1393 Veterans Memorial Highway, Suite 307 S
Hauppauge,
NY
11788
Phone:
- Hauppauge 631 851 5864
Fax:
- Hauppauge 631 851 5801
- E-mail address: ChristopherVargas@FinancialGuide.com
Newsletters
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New Fed Policy Suggests Low Rates for the Long Term
The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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Five Tips to Regain Your Retirement Savings Focus in 2021
This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
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SECURE Act Changes That Matter to Small Employers
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| NYSE Composite | 15,010.47 | -1.29% |
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All quotes are in US Eastern Time (EST).
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