Estate Planning

We help you make the changes today to reach your goals for tomorrow. Through comprehensive planning we customize your individual financial plan to help you be diversified, clear and flexible to help provide the freedom and confidence you need to help you manage the ups and downs of your financial and personal life.

Our quantitative and qualitative approach includes; getting to know your current financial situation, identifying areas of opportunity and concern, reviewing detailed financial statements and documents and providing ongoing recommendations and strategies.

Let’s get started on your estate plan

Please fill out the form below and someone from our team will be in touch with you shortly or you may contact one of our team members directly.

News & Events from CMG:

New York
Pearl River
167 East Central Ave.
Pearl River, NY 10965

New York
55W 46th Street
Suite 2203,
New York, NY 10036

Connecticut
127 Broad Street
Unit 1A
Milford, CT 06460

845-638-6669
845-732-7411 fax

SERVICES
› Financial Planning
› Asset Management
› Estate Planning
› Risk Management

OUR TEAM
NEWS & EVENTS
CONTACT US

info@soadonefnet.com

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org

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