Our Services

Men Talking Options Image We serve individuals and businesses in all areas of financial planning, including:

  • Retirement planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
  • Tax management - Making sure you don't pay a penny more than the law requires. Determining ways to reduce your current and future tax burden. Referring you to qualified tax specialists.
  • Estate planning - Reviewing your wills and trusts. Preserving your estate for your intended heirs, helping with beneficiary designations, and reducing exposure to estate taxes and probate costs. Coordinating with your tax, and legal advisors.
  • Insurance - Reviewing existing insurance policies. Recommending policy changes when appropriate. Determining the best policy for your situation.
  • Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.
  • Investments - Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
  • Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.

NEXT FINANCIAL GROUP, INC. does not give tax or legal advice.

766 Old Route 9 North, Wappingers Falls, NY 12590-4036, 1-845-297-0300
Branch Office Address: 766 Old Route 9N Wappingers Falls, NY 12590 Investment Advisory Services Offered Through FSC Wealth Advisors, LLC. Faculty Services Corporation & FSC Wealth Advisors Are Not Affiliates of NEXT FINANCIAL GROUP, INC. MEMBER FINRA / SIPC. To view NEXT Financial Group's privacy policy and other important information, visit the "customers" section of www.nextfinancial.com. Faculty Services Corporation is licensed to sell securities in the following states: AZ, CA, CO, CT, DE, FL, IA, IL, IN, MA, MD, NC, NH, NJ, NV, NY, PA, SC, TX, VA, VI, VT.