CFP®, MBA, CPA
MLS Financial Planning
CFP®, MBA, CPA
MLS Financial Planning
As a fiduciary and fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Maury Schneider, CFP®, MBA, CPA
Fee-Only financial planner located on Long Island (Massapequa, NY), serving clients locally and across the country
Maury Schneider is a Long Island (Massapequa, NY) fee-only financial planner. MLS Financial Planning provides comprehensive financial planning and cash management planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Maury Schneider is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hi, I'm Maury Schneider, CPA, CFP® (but you can call me professor). I'm focused on educating my clients on implementing a process to achieve their financial freedom over the long‐term. I believe knowledge is powerful and when we don't have a trusted person to ask questions to or we don't know where to begin the process, inaction and complacency is the result.
My goal is to help you achieve financial clarity, make mindful and informed decisions, and use your money as a tool to design a life that you love now and in the future. Life is full of choices. I will help you make the best decisions for YOU.
In addition to my work with individuals and families, I’ve been helping companies, both big and small, achieve their goals for over twenty years.
I've also been married for over 30 years to my best friend and the CEO of our family. She is the best person I know and we have raised two great children that are now successful adults. Of course we've also had the best dog (as everyone who owns a pet has). Along the way, we have educated them (yes, the dog too) and had our share of ups and downs just like you have. I have walked in your shoes (although everyone's journey is unique and their own) and that's another reason I feel I can help you achieve your goals and objectives as we will define them together.
When I decided to shift my focus to helping individuals, families and young professionals achieve their goals, I went back to school to get a masters degree in personal financial planning. This unique combination of education and experience make me different and uniquely qualified to help you. I believe the best approach to financial planning and cash management planning that focuses on YOU is to educate and partner with you and to become your accountability coach and decision facilitator.
I spend my days helping clients organize their finances and create practical financial processes that provide clarity and peace of mind. I also teach accounting, business and financial planning to college students, which is not only fun but keeps me on my toes and better informed to help you.
Maury Schneider is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We help individuals, families and young professionals organize their finances, create a plan and build a process to achieve financial peace of mind.
We take a holistic approach in our work with clients. We always start by getting to know you: For example, what do you want your life to be like or what is important to you when thinking about retirement?
We listen and try to understand each client’s unique life story, experiences, dreams, goals, concerns, priorities and financial resources.
Clients have different levels of knowledge, experience, and interest in financial matters.
We take the time to explain and educate so our clients can make more informed decisions and gain a broader perspective on their financial lives.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Cash Flow / Budgeting
- Retirement Planning
- Investment Discussion and Guidance
- Education Planning
- Tax Planning
- Young Families
- Growing Families
- Young Professionals
- Mid-Career Professionals
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Maury Schneider is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Maury Schneider is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Maury Schneider is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Maury Schneider is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
Contact Maury Schneider
By Appointment Only
Long Island, NY 11758