Please take a minute to browse the various services offered by Investment Insight Wealth Management.If you have questions about the services we provide, please call 516-249-0060 to speak with an advisor.Investment ManagementInvestment management refers to the handling of the investments within a financial portfolio. This management usually involves the purchasing and selling of such investments.Financial PlanningAs the name suggests, financial planning refers to the financial needs and goals of a person. This planning involves assessing and determining the financial needs of a person. It also involves determining the means that are necessary for achieving those needs.Retirement PlanningPlainly put, retirement planning quite literally refers to the planning of your retirement. It involves planning and handling your finances for retirement.Tax PlanningTax planning refers to determining how your income and investments will be taxed, as well as determining what you can do to minimize the amount of tax you pay.
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