Do You Feel Confident In Your Financial Future?

 

Do You Feel Confident In Your Financial Future?

By Kyle Mostransky, LUTCF®, CLTC
Posted on December 19, 2016

Just as you consult with a doctor for your health, working with a financial professional can be essential for financial guidance and counsel. But similar to a doctor, a financial professional plays a very personal role in your life. You have to trust that they’re knowledgeable, that they have your best interests at heart, and that they’re enjoyable to work with and share personal details of your life. As a result, it can be overwhelming to find such a person who fits the bill.

This is where we come in. At Mostransky & Associates,LLC, we seek to serve our clients as trusted counsel with whom they feel comfortable discussing their financial concerns, life journey, and big dreams. We strive to instill a sense of security and arm them with a comprehensive plan that incorporates both their immediate and long-term goals and outlines how they can successfully transition from where they are today to where they seek to be in the future.

Who We Are

Mostransky & Associates is an independent firm led by a caring team of professionals. Our mission is to apply a holistic approach to financial and insurance strategies for families and businesses while developing long-standing relationships with our clients and community through exceptional service, knowledge and care. 

As an agent of New York Life Insurance Company, Kyle Mostransky can provide the best of both worlds: the extensive resources and support of a leading financial firm with the close relationships of a community practice. With access to an unmatched base of knowledge, experience, and resources, together we can work with our clients one-on-one to answer their questions and tailor solutions to fit their needs.

We aren’t just financial professionals. We serve as educators, objective guides, and the quarterback of your financial team.

Who We Serve

Our approach to estate and retirement planning is highly tailored and hands-on. The only way we can maintain such close relationships with clients is if we maintain a select client base and only work with those we believe we truly can help.

Currently, we specialize in working with high net worth individuals, families, and business owners. They’ve been successful in their careers and have worked hard to get to where they are today. They face many complex questions about how to optimize their financial wealth and ensure the security of their families’ futures. They’re looking for a financial professional who can help them make the most of their assets so they can live comfortably, leave a legacy, and give back to the community.

Why do we serve a select number of people? Simply put, a smaller client base means we can spend more time getting to know each other.

What We Do

Mostransky & Associates provides financial strategies and solutions to a select group of high net worth individuals, families, and business owners nationwide. With the goal of helping our clients feel more confident in their financial future, we take a holistic approach to address all elements of their planning process including:

  • Capital Accumulation
  • Asset and Income Protection
  • Insurance
  • Retirement Income Planning
  • Tax Planning Strategies
  • Estate Planning
  • Education Planning
  • Executive Benefits
  • Charitable Gifting
  • Business Succession and Exit Planning
  • Leaving a Legacy 

With more than a decade of demonstrated success helping our clients prepare for retirement and pursue their financial goals, we offer highly customized financial strategies designed to guide you from where you are today to your desired destination. Together, we can work with you one-on-one to answer your questions and tailor solutions to fit your needs.

Beyond financial and insurance services, we educate you on your opportunities, explain the reasoning behind our recommendations, and speak to you in real terms — not financial jargon.

How We Work

Our holistic and collaborative process is what separates us from other financial firms. Serving as the quarterback of our clients’ finances, we bring together their other professionals to help ensure everyone is working toward the same goal. This collaborative approach with attorneys, accountants, trust officers and financial advisors gives you a more comprehensive service.

Getting to Know Each Other

We spend a lot of time getting to know each client before creating strategies and developing their plan. Because every family’s financial situation is unique, it’s important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you.

Organizing Your Objectives

Once we feel we have a solid understanding of your circumstances and needs, we can identify and prioritize your objectives, and then help establish benchmark goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which may need to be abandoned.

Plan Development

Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals, create an in-depth plan, coordinate your financial activities, and monitor your ongoing progress. This process allows us to help guide you through the often overwhelming process of creating a financial strategy.

Continuous Monitoring

And because planning is not a one-shot deal, we provide ongoing service as your needs and situation change over time. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your program on track with your changing needs.

We are here to help guide you through the often overwhelming process of creating a financial strategy.

Why Clients Choose Us

We believe clients work with us for three main reasons:

We Care

As an independent firm, we have structured our business around the concept of trust, client commitment, and strong relationships. From the first meeting, we are passionate about showing our clients how much we care, from listening to their needs to frequently communicating with them. We take a long time to make sure we understand each other and that the trust between us exists on a level that only their closest family member or childhood friend could provide.

We’re Knowledgeable

Beyond finding an advisor you trust, it’s essential to work with a firm that is experienced and knowledgeable. Our team is comprised of professionals with diverse backgrounds, specialties, and educations who share the same commitment to putting client needs first.

We’re Collaborative

Serving as your financial quarterback, we bring together your other trusted professionals, including attorneys, accountants, trust officers and financial advisors, to better serve your needs. As a results-oriented firm, we will deliver creative and effective solutions for you.

Ultimately, we believe clients work with us because they know our ultimate goal is to offer them peace of mind and confidence in our abilities and guidance.

Getting Started

We work hard every day to make sure we’re doing the right thing by our clients and community. There’s no greater feeling than when we can see all of our hard work come to fruition. It’s amazing to see a client achieve their comfortable retirement or reach the goals they’ve been working toward for years. 

It’s always a blessing and honor to work with new people that would like to experience the difference we can make in our clients lives. We’re always happy to meet with new people and see how we may be able to help you with your goals.

If you’ve yet to feel satisfied with your financial strategies and education, or have yet to start working with a financial professional, we encourage you to reach out to us. Whether you’re a business owner or individual, we’d be happy to provide you a complimentary review of your current strategies and policies and see if there are areas for improvement. Get in touch by calling 631-425-9383 or emailing kyle@mostranskyfinancial.com.

About Kyle

Kyle Mostransky is the founder of Mostransky & Associates with more than a decade of experience providing retirement planning and insurance services. He specializes in helping successful business owners, families, and individuals grow, protect, and distribute their financial resources in a manner that’s in alignment with their objectives and values. Passionate about education and understanding the life insurance industry, he is a Life Underwriter Training Council Fellow (LUTCF®) and holds the Certified Long-Term Care designation (CLTC®). Based in Huntington, New York, Kyle serves clients throughout the greater New York City metropolitan area and across the country. To learn more, connect with Kyle on LinkedIn or visit www.mostranskyfinancial.com.

Kyle Mostransky, CLTC, LUTCF®, California Insurance License #0H17709, is a Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency, 15 Green Street, Huntington, NY 11743, (646) 227-8384. Member Agent, The Nautilus Group®, a service of New York Life Insurance Company. New York Life, its agents or employees may not give legal, tax or accounting advice; everyone should seek and rely upon the counsel of his or her own professional advisors. Mostransky & Associates LLC is not owned or operated by New York Life or its affiliates. SMRU 1717053 Exp. 12.22.2018