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NEIL G CAROUSSO, CPA, CFP®
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NEIL G. CAROUSSO, CPA, CFP®
NGC FINANCIAL, LLC
(718) 767-3300
2444 FRANCIS LEWIS BLVD
DIME SAVINGS BANK BUILDING
WHITESTONE, QUEENS, NEW YORK 11357-4055
neil@ngcfinancial.com
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TAX & FINANCIAL PLANNING SERVICES
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"We'll develop a strategy that makes sense out of making money".
(Securities and investment advice offered through NGC Financial, LLC ~ Member FINRA/SIPC ~ (718) 767-3300)
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Tax Planning & Preparation
We offer professional tax preparation by a CPA at reasonable rates. All tax clients also receive financial planning consultations on an as-needed basis. In nearly all cases, our clients realize a significant decrease in their tax bite.
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Estate Planning
This is a critical component in establishing financial security for your future and that of your loved ones. We'll assist you in all aspects of estate planning. I will work closely with your legal team or will help you in finding an attorney that is up on the current laws should you not have one.
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Investment Planning
We provide expertise on a complete scope of investment strategies.
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Educational Planning
Funding your children's/grandchildren's education is one of the most vital plans you'll ever make. We'll show you how an Educational IRA or 529 tuition Plan can work for you.
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Insurance Counseling
We'll make sure you have the right mix of life, health, disability and mortgage insurance to protect your dependents, home, estate and other assets. We'll also evaluate the cost-effectiveness of group plans.
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Life, Health, Disability Coverage and Medicare Plans
An essential part of your financial plan. Through in-depth analysis of your personal situation, we'll assist you in obtaining the appropriate type and level of coverage.
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Long-Term Health Care - Home Care & Nursing Home Coverage
We work with you in choosing the correct type of insurance policy to pay for the cost of in-home or managed care. Ask us for a free Shopper's Guide.
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