Paul Hellman, CFP®


(917) 774-2498


We commit to the “fiduciary standard of care”, which means we will act only in your best interests when offering advice.  As a Certified Financial Planning firm, we commit to treating you with fairness, integrity and professionalism.  See our promise to you on the "Fiduciary Oath" page.

We commit to protecting your assets and financial security.  We specialize in risk management.  Your ability to continue to earn income is essential to the financial well-being of your family.  We commit to offering you tools and strategies to protect that ability, and in so doing, protect your family.


We commit to finding you the right policy at the right price.  As independent agents, we have access to over 50 insurance carriers and the knowledge and experience to help you choose the best one for your unique situation. Whether you are shopping for life, disability, long-term care insurance, college or retirement planning, or all of the above, with us, you will have the confidence you found the best value and best financial vehicle you and your family need and deserve.

Risk Management

Life Insurance



Disability Insurance


Long-Term Care Insurance


College & Retirement Planning

 Clearly he doesn’t need any more recommendations but giving mine anyway, another vote for Paul Hellman! He was so helpful and made the process incredibly easy and without intense sales pitches!
Kim S. - Forest Hills, NY