Are You Struggling to Balance Family, Career, and Financial Security?
As a busy parent with a demanding career and personal life, you may be:
Juggling the needs of your children while working to secure their future.
Balancing multiple financial priorities, including college savings, retirement, and estate planning.
Seeking ways to create lasting wealth and a financial legacy for your family and future generations.
Looking for guidance to relieve financial pressure today while building long-term security for your loved ones.
We understand the complexities of managing family and finances. We are here to help you create a personalized financial plan that aligns with your family’s unique needs and goals.
Do Financial Planning on Your Schedule
We work around your busy life to help make sure that financial planning is convenient and stress-free for you.
Gain Back Your Time
Let us handle the financial details so that you can focus on your other priorities.
Breathe a Sigh of Relief
We help you tackle today’s financial demands and create a stable future for you and your loved ones.
About Inez:
We understand the emotional and financial complexities that come with being a busy parent. You're not just managing the needs of your children; you're also focused on securing a stable future for your family while balancing career, life, and long-term goals. Led by Inez Aznar, who has obtained the Financial Services Certified Professional® designation with over 14 years of experience in crafting multigenerational strategies, we’re here to guide you through these challenges and ensure your financial future is as secure as your family’s well-being.
As a financial planner specializing in the unique needs of high-income parents, Inez helps you navigate the complexities of wealth management with clarity and purpose. Whether it's saving for your children's education, securing retirement, or building a lasting legacy for future generations, Inez and her team create tailored strategies that align with your values and goals.
Her holistic approach goes beyond the numbers. Inez takes the time to understand your family’s motivations, priorities, and long-term vision, while also offering specialized advice on estate planning, intergenerational wealth, and supporting your family dynamics.
As a parent herself, Inez truly understands the balance you’re striving for—supporting today’s needs while planning for tomorrow’s opportunities. Her personal experience adds empathy and insight into every client relationship, ensuring you have the confidence and peace of mind to manage your financial responsibilities with ease.
Let’s craft a financial plan that not only supports your family today but preserves your legacy for tomorrow.
We proudly serve clients across New York, New Jersey, Pennsylvania, Connecticut, California, New Hampshire, and Alaska.
1Awarded by New York Life Insurance Company for outstanding sales achievements.
2Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.
Are We Right for You?
We may be a great fit if you:
Are a busy parent balancing your children's needs while also securing your family’s future.
Want to ensure your financial plan covers key areas like college savings, retirement, and estate planning.
Seek an ongoing relationship with a financial advisor to help simplify your financial decisions and give you peace of mind.
Contact us today to learn how we can help you achieve your financial goals and secure a stable future for your family.