Stacy Francis (CDFA, CFP®)

Stacy Francis focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

We can help you: · Control your spending · Increase your savings · Preserve and grow your assets · Avoid excess taxes · Retire comfortably · Fund education expenses · Purchase the home of your dreams · Protect against financial risks · Start your dream business · Strengthen your portfolio · Reach a workable divorce settlement · Stabilize your situation · Handle your money with confidence · Achieve financial security · Activate your life dreams

Additional Information

We are a Boutique Wealth Management and Financial Planning firm dedicated to providing you personalized financial guidance. Our comprehensive financial planning process offers established individuals and families a holistic navigation tool for financial success. 

Our fee-only approach promises the greatest amount of objectivity in our recommendations and services to you, and guarantees fiduciary loyalty and financial peace-of-mind to our family of clients. We provide ongoing portfolio management tailored to your personal goals, and help ensure the best strategic allocation and growth of your assets.

 
 

NAPFA Start Date

June 07, 2004

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This Office

39 Broadway Rm 1730 New York, NY 10006-3050 Phone: (212) 374-9008 Fax: (646) 219-6799