Plan for the Future, Live for Today

It’s a long road to retirement, filled with life events like kids going to college, upgrading your home, caring for aging parents, buying that boat you always wanted, and much more. A financial plan can help you meet these personal goals and more.

Finding the Path

From the moment you become a client, a Rightirement financial planner is your financial teammate. Our game plan process ensures each life event is within reason and, if it is, we work to hit those goals.

  1. We create a roadmap to help pursue your financial goals based on your net worth and savings rate.
  2. Rightirement’s tax planning professionals review your income taxation to identify key savings opportunities now and in the future.
  3. As markets change and your life takes a twist or a turn, we make the necessary adjustments to keep you on track.
  4. If necessary, our team will back your goals with proper insurance planning. If an unexpected event occurs, we want it to have a minimal impact on your nest egg.

Start building your financial plan today.

Start Planning

440 Mamaroneck Ave., Suite 403
Harrison NY 10528
914.220.6196

We are proud recipients of the CERTIFIED FINANCIAL PLANNER™ designation. We are dedicated fiduciary retirement planners.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Independent Advisor Alliance, a Registered Investment Adviser, a Registered Investment Adviser. Independent Advisor Alliance and Rightirement Wealth Partners are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, MD, NC, NJ, NY, TX, VA. CRPC conferred by the College for Financial Planning. Pursuant to CA Insurance Code Section 1726 Allen Hodys Domicile State NY - CA Insurance #2122805 William Brancaccio Domicile State NY - CA Insurance #0L02737

Rightirement Wealth Partners
4 W. Red Oak Lane, Suite 300 White Plains, NY 10604
914.220.6196