Clear, coordinated strategies for the complexities of your financial life.

Our Offerings

ACCOUNTS

Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts

INVESTMENTS

Bonds
Common Stock
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity
Private Equity
Alternative Investments

FINANCIAL PLANNING

Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans

INSURANCE

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
Variable Annuity

Two people shaking hands, one in a gray coat and the other in a dark coat, in an indoor setting.

We combine investment advice and financial planning with coordination across trusted tax, estate and other outside professionals, helping bring the pieces of your financial life together.

Working with trusted outside professionals, we coordinate strategies around your financial and legacy goals. Our approach brings investment advice and financial planning together with guidance from legal and tax advisors.

A family of four, including two adults and two children, stands outside on a city street with historic brick buildings and a bridge in the background. The man is holding a young boy, and the woman is holding a young girl. They are smiling and looking happy.

We welcome the opportunity to speak to you.

For more information about our team and services, email rcox@fincadia.com or call (646) 292-5083.