The Midtown Way

At Midtown Advisors we are committed to listening, to delivering an uncommon level of personalized service, and to going the extra mile. As a result, many of our clients have been with us for decades and count us among their closest friends. They’ve recommended us to their friends and colleagues. And they’ve brought their children to us for professional guidance, giving us the opportunity to serve as true multi-generational estate planners.

That’s “The Midtown Way.”

First, we are not solely in the business of sales. We don’t push products, and our advice is always provided in the best interest of our clients. To be sure our guidance is addressing your specific needs, we begin by asking the right questions, such as:

• What does retirement look like to you? Do you plan to continue working in some capacity? Do you plan to travel?
• How will you fund your retirement, and how long will that funding last?
• How much of your assets do you want to save for future generations? What about education funding for your children/grandchildren?
• How important is it to you to leave a legacy? Is charitable giving part of your plan?
• How will taxes affect your estate after your death? How much control do you want to have over how your children use your assets?