Our Services

The advisors at Westchester Financial Advisors specialize in the design and implementation of retirement, investment and income distribution strategies.

Our approach is collaborative and we are happy to work with your accountant, estate planning attorney and other professionals to help ensure your overall plan is coordinated.

Financial Planning

  • Retirement Income Projections
  • Portfolio Distribution Planning
  • Social Security Income Planning
  • Pension Option Analysis
  • Asset Allocation Analysis
  • IRA and Required Minimum Distribution Planning
  • Tax Planning (we do not replace your CPA or tax return preparer)
  • Long-Term/Eldercare Planning 
  • College and Education Planning
  • Life Insurance Audit 
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Investment Management

  • Comprehensive Portfolio Analysis and Construction
  • Institutional and Trust Account Asset Management
  • Risk Management Strategies
  • Fee Based Fiduciary Investment Services
  • Retirement Plans for Small Businesses and Sole Proprietors
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Estate Planning

  • Estate Tax Analysis
  • Will Document Review and Planning 
  • Trust Document Review and Planning 
  • Asset Ownership Planning and Coordination with Estate Documents
  • Beneficiary Planning