David Warshaw, founder of The WealthPlan, specializes in comprehensive financial planning and investment solutions. His primary goal is to help you reach financial independence without sacrificing your quality of life. Simply put, The WealthPlan can help you manage all the facets of your financial life and make smart decisions; from determining an appropriate retirement date and building an investment portfolio, to protecting you against financial harm. The financial program we develop is specifically designed to help you achieve your goals and secure your family’s future. We’ve built our reputation throughout Nassau County and New York City on trust, integrity, and a commitment to providing intensely personal service to every individual with whom we have a relationship. We welcome your call or email and offer a free, no obligation meeting to determine if we’d make a good partner in your financial life.