Planning Financial Futures, Inc
Planning Financial Futures, Inc  Financial Services | Financial Advisor in Melville,NY
Sam Moss
Sam Moss
MBA
Address:
1895 Walt Whitman Road,
Suite 6,
Melville, NY 11747
(631) 4204242
After spending 20 years working for the large ?wire house? firms on Wall Street, I decided that it was time to leave the corporate atmosphere and become an independent advisor and started my own business. In my years of experience, I have learned that although we all have similarities, we are all individuals with our own individual priorities. All too often a 401K is set up for all of the right reasons but not managed correctly as the years go on. The choice of funds needs to be monitored. Participants need to be continuously guided, and educated. Employers need to be kept apprised of all aspects regarding plan performance and changes in the law. The percentage of management fees that are paid needs to be adjusted as the plan grows as it will become too expensive. It is for these reasons that I insist on being able to meet with all employers and employees on a regular basis. I welcome the opportunity to meet with you to discuss our potential business relationship