Empire State Asset Management is a Retirement Financial Advisory firm focused on providing Businesses, Families and Individuals retirement planning and investment management services.
A Trusted Advisor for All of Life’s Stages. Financial management and retirement planning that helps you feel confident about your future.
Retirement Plan Management
Retirement Plans of all types, for organizations of all sizes. Whether the investments are for one, or one hundred, we focus the plan to your business goals and employee demographics.
Tax Services for Tax Planning & Preparation
Proactive Tax Services for Tax Planning, Preparation & Filing to minimize liability, maximize after-tax income, and meet the financial goals of Individuals, Families and Businesses
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Building Your Legacy
A four-step framework for building a personal legacy.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
There are ways to improve your physical fitness without denting your fiscal fitness.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A special needs trust helps care for a special needs child when you’re gone.
All about how missing the best market days (or the worst!) might affect your portfolio.
It's easy to let investments accumulate like old receipts in a junk drawer.
Estate conservation is too important to put off. Do you have a smart exit strategy?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Understanding the cycle of investing may help you avoid easy pitfalls.