What I Do and How I Can Help

 

What I Do and How I Can Help

By Kyle Mostransky, LUTCF®, CLTC
Posted on November 23, 2016

A financial professional plays a very personal role in people’s lives. As a result, it can be overwhelming to find a person you trust and want to work with for the long-term.

I founded Mostransky & Associates to serve successful business owners, individuals, and families as a trusted professional with whom they feel comfortable discussing their financial concerns, life journey, and big dreams. My team and I 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, I have access to an unmatched base of knowledge, experience, and resources. Benefiting from this affiliation, we work with our clients one-on-one to answer their questions and tailor solutions to fit their needs.

Our areas of focus include capital accumulation, asset and income protection, retirement planning, tax planning strategies, estate planning, business succession, executive benefits, and charitable gifting.

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 — from CPAs and attorneys to other advisors — to help ensure everyone is working toward the same goal.

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.

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.

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 process. This process allows us to help guide you through the often overwhelming process of creating a financial strategy.

How We Can Help You

We think of ourselves as more than financial professionals. We’re also guides and educators. 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. Our ultimate goal is to offer you peace of mind and confidence in our abilities and advice. 

If you’d like more clarity on your finances, where you are in terms of your goals, or want to spend less time worrying about your financial strategies and insurance plans, contact our office today. We can sit down with you and evaluate what you’re doing today and what’s possible for your future. 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.