- Retirement Planning
- Comprehensive Financial Planning
- Fee-Only Financial Services
- Free Initial Consultation
100 Eighth Ave
Brooklyn, NY 11215
Sam McPherson is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
His various roles in the financial industry have included Chief Financial Officer, Investment Researcher, Financial Analyst, Staff Accountant and Investment Advisor. Sam has worked at a
Sam understands that each individual has his or her own perceptions about money and finances. Sam works to understand how each client feels about money and builds his recommendations from that starting point. Money is a powerful tool that can be used to create comfort and peace of mind. It can also be very destructive if not managed appropriately. Sam works with clients from many walks of life, but he knows that a successful financial plan must be built on a clear mutual understanding of the client's goals and dreams.