LOCATIONS:
New York: Ithaca, NY and NewYork, NY
New Jersey: Flanders, NJ

Who needs a Personal CFO?

Welcome to Keeping Track - a new service to help you manage your personal day-to-day finances - those important but often tedious tasks of handling the checks and credit cards and other bill-paying - all the financial paperwork that has become so time-consuming in administering today's household affairs. Keeping Track is designed to take over the regular responsibility for, and eliminate the headache of, the sometimes difficult handling of your day-to-day finances - to free up your valuable time.

Who needs this service?

Perhaps you have reached the stage of life where you begin to worry about bill paying or account-keeping not being organized. Or, possibly worried about the mishandling of funds by vendors, banks, etc.

Perhaps you are a recent widow or widower and the day-to –day finances had been managed by your spouse.

Perhaps you are a working couple, like many, working 2 or 3 jobs, and just don't have the time and energy to work on keeping your finances on track.

Perhaps you live out of town and are worried about fiduciary responsibility for parents

Or perhaps you just don't like the detail involved in all the tedious keep or records just to maintain your personal affairs.

There are many reasons to need your "Personal CFO".

Certain representatives of SAL Inc. are also Registered Representatives offering securities offered through Comprehensive Asset Management and Servicing, Inc. ("CAMAS"), 2001 Hwy 46, Ste. 506, Parsippany, NJ 07054. 1-800-637-3211
Member FINRA/SIPC. Financial Solutions is independent of CAMAS. Check the background of this firm on FINRA’s BrokerCheck.

This website is for informational purposes only and not an offer to buy or sell securities. Leslie Strebel is licensed in the states of New York and New Jersey. .
Angela O'Neill is licensed in New York, Florida, Georgia and Maryland.

© The Strebel Planning Group | All Rigts Reserved 2013 - 2016

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