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68 South Service Road Suite 100
Melville,
NY 11747
Phone: 631-465-2017
FAX: 866-235-2803
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Today's investment climate offers unprecedented opportunities. At Mitlin Financial Inc., we help you take advantage of those opportunities by providing you with three key tools:
1. A clear understanding of your financial goals
2. A well-defined roadmap for achieving those goals
3. Ongoing advice to help adjust your roadmap when your needs change
Our services cover all areas of financial management, from investment* and retirement planning to risk management and estate conservation. We specialize in helping you develop a comprehensive, cohesive financial plan that fits your unique needs and enables you to meet both short- and long-term objectives.
On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing.
For help with your financial management, or for more information about Mitlin Financial Inc., please contact us today.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Car Affordability
How much can you afford to pay for a car?
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
More Calculators>>>
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Conserve Your Estate
Are your estate strategies up-to-date and ready for whatever legislative changes lie ahead?
Diversify and Conquer
If you dream of doing more in retirement than sipping lemonade in a rocking chair on the porch, you may want to consider the advantages of diversifying your portfolio.
Population Boomer
The nearly 80 million boomers, who have reinvented so many aspects of American life, appear poised to leave their unique mark on retirement and possibly transform the economy in the process.
World of Opportunity
It may be tempting to think that investing at home is enough, but that kind of thinking misses opportunities that may be available through foreign investments.
More Newsletters>>>
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July 24, 2008 @ 06:23 PM
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Educate
yourself on a variety of
financial topics. |
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A host
of financial tools to assist you. |
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Timely Newsletters to help you stay current. |
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Animated presentations to help you learn and decide. |
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Financial terms from A to Z.
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