Financial Planning on Long Island, NY and Beyond to Help YouFind Your JOY
How Can We Help You?
At Mitlin Financial, our goal is to help you pursue your goals, whether you’re
just getting started, preparing for retirement, or well into your golden years.
Financial Planning
Made Personal
What did you do today that brought you joy?®
Services
What We Do
The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.
Financial Planning
Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
Retirement Planning
We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.
Estate Planning
Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.
Investment Management
Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.
We Are Your
Coach
Accountability Partner
Advocate
Coach
Accountability Partner
Advocate
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?
Our Passion For Helping Others
Extends Beyond Financial Planning
We’re Mitlin Financial Inc. A Long Island-based financial planning firm founded by Lawrence Sprung, wealth advisor, CFP® and dedicated to bettering the lives of our clients through comprehensive planning and our community through ongoing charitable support.
Israeli National Hockey Team
Larry has joined as a guest player for charity fundraisers in the United States hosted by the Israeli National Hockey Team to raise awareness and funds for hockey amongst Israeli and Jewish communities.
Keith Milano Memorial Fund
Established in 2004 by Larry and Denise, The Keith Milano Memorial Fund helps raise awareness about the devastation of mental Illness in honor of Denise’s late brother, Keith.
AFSP
Larry and his family are deeply involved with the AFSP and their efforts to empower those affected by suicide and raise funds for research & education. Larry serves on the AFSP’s National Board as well as the Finance Committee.