Financial Planning Overview

Partnering with Network Wealth Management Inc. results in a relationship that delivers a personalized approach, clarity, and confidence. We proactively manage your wealth using a process to make the complex simple and customize a financial plan of action to help you identify and work towards your goals. Our professional team becomes your resource for nearly all things financial. We take a tailored approach to:

  • Retirement Planning
  • Insurance Management
  • Estate Planning

Wealth Management

At Network Wealth Management, our team focuses on helping each client build, preserve, and protect their wealth using balanced, long-term strategies. We strive to remove emotion from the equation. Above all, this helps our clients make complex financial decisions in a thoughtful, non-reactive manner. Instead of focusing solely on financial trends, we take into account your personal needs, too. We achieve this by working with each client on a highly-individualized basis. Ultimately, this is what makes us different from other agencies, which may offer cookie-cutter solutions. To sum up, we work to ensure that your needs are met. Our wealth management service includes:

  • Investment Planning
  • Retirement Planning
  • College Planning
  • Risk Management
  • Estate Planning

Asset Management

Generally, different investors have different needs. We create a personal profile from our initial meetings to provide a base for our overall strategy of investment. Then we construct an asset management plan which aligns with your specific financial position, risk tolerance, investment objectives, and goals. Then, we identify the most appropriate investment vehicles based on your stage of life, as well as the most efficient strategies to protect investments over time. While each client’s plan is different, your investment options may include:

  • 401(k)/403(b)

  • Bonds

  • Brokerage Accounts

  • Educational Funding Strategies

  • IRA/Roth IRA

  • Retirement/Non-retirement Accounts

  • Profit-Sharing/Deferred Compensation

  • Real Estate Investment Trusts

  • SEP IRA/Simple IRA

  • Traditional & Alternative Mutual Funds

  • Variable, Fixed & Immediate Annuities

  • and More…

Financial Planning

For clients with more complex financial needs, we provide customized financial planning services.  This level of in-depth planning includes a careful analysis of every aspect of the client’s financial life, in order to identify challenges and opportunities and to understand their dreams for the future. Firstly, we create a detailed plan which includes specific strategies for growth. Then, we keep a constant watch to ensure it continues to be aligned with long-term goals, making adjustments as needed to tackle new perspectives and combat the effects of inflation, taxes, changing interest rates, and stock market fluctuations. Our service areas include:

  • Cash Flow Analysis & Planning
  • Coordination of Wills, Trusts, and Deeds
  • College Funding
  • Insurance Planning & Risk Management
  • Investment Management
  • Real Estate
  • Retirement Planning
  • Stock Options

Estate Planning

Planning for the worst can often be a difficult thing. However, it is always best to prepare for it. Estate planning with Network Agency Inc. helps you provide your family with a more financially secure future. When you pass away, it is important that you have an estate plan in place. This will help protect your heirs’ interests while reducing the risk that your assets will be tied up in probate court. Just as with our financial planning services, our team creates an in-depth analysis of your unique circumstances. Overall, this allows us to prepare for all aspects of your estate plan. Then, we work with you to develop a plan to divide your assets as you see fit upon your passing. We offer a wide array of planning services to help you set your loved ones up for success. Our services include:

Elder Planning

Planning for the elderly stage of your life can be an important step to ensuring your financial security. Whether you plan on living at home or moving into a nursing home, your medical situation can change significantly over time. We can help you prepare for a variety of situations that may arise in your elderly age. This can include putting assets of your estate into trusts, which can protect them from nursing homes.

Medical Power of Attorney

Establishing medical powers of attorney can be vital to ensuring that your wishes are followed, even when you can not direct them. Granting medical power of attorney to a loved one allows them to make medical decisions in the event that you are incapacitated. Generally, you should choose a spouse or another close family member to grant it to. The power of attorney can be utilized by them in order to ensure that your wishes are followed. This may include making complicated decisions, such as whether to keep you on life support or not. to sum, establishing medical power of attorney can help your loved ones ensure that your wishes are met, even when you can not express them.

Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Network Wealth Management and Cambridge are not affiliated.

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Contact Network Agency Today

Network Agency has 4 locations throughout NY and NJ. Please feel free to contact us for the nearest location. Have a quick question? Feel free to contact us using the form or call us directly.

Address: 1142 B. South Railroad Ave Staten Island, NY 10306
Tel: 718-980-4855
Fax: 718-980-3622

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