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

Our Services

Aspire to achieve big goals. Use your wealth to live within your dreams, not your fears.

At The Strebel Planning Group, we take the time to get to know you. Your lifestyle, family and business aspirations become the foundation of your financial plan, which guides you step-by-step toward achieving your goals. We see our role as a facilitator to help you grow, preserve and position your wealth in a way that is aligned with your core values and heartfelt goals.

Our services include:

Tax Preparation and Planning Strebel and RichardsStrebel and Strebel

Our expert staff can help you with any tax situation:

  • Individuals
  • Sole Proprietorships
  • Partnerships
  • Corporations
  • C-Corporations
  • S-Corporations
  • LLC's
  • Estate & Gift Tax
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Strebel and Strebel Strebel and Richards

Accounting and Bookkeeping

By utilizing the skills of an experienced accountant and bookkeeper you can streamline the paperwork in your business. Every hour you and your key employees agonize over records, taxes, payroll and other accounting functions you are losing money. We can simplify your bookkeeping system and allow you to concentrate on running your business and increasing profits.

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New Horizons Financial Strategies Coordinated Financial Plans

Long-term financial success does not just happen. Even professionals and entrepreneurs with high annual incomes or income potential do not have a lock on success when it comes to meeting such goals as retirement planning, funding major purchases or dealing with life's contingencies.

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New Horizons Financial Strategies Investment Management

After years of advising investors, we know the patterns. Emotions pervade, pushing rational thinking aside. Investors often buy at the top and sell near the bottom. Chasing tips from friends, relative or co-workers becomes a sport -- each in pursuit of the next big thing.

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New Horizons Financial Strategies Retirement Planning

Today's population will live longer during retirement than previous generations so it is essential that we make sound financial plans for our retirement years. Simply having life insurance or putting money aside each month is not enough.

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New Horizons Financial Strategies Education Planning

Think the only way you'll be able to afford your child's future college bill is by winning the lottery? Think again. While the soaring costs of college can be overwhelming, a bit of careful planning can help you leap this financial hurdle. In fact, thanks to some generous tax code changes, it's now easier than ever to save.

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New Horizons Financial Strategies Estate Planning

A client's estate planning objectives typically relate to one or more of the following basis concerns:

  • Protecting loved ones
  • Minimizing estate taxes
  • Providing adequate estate liquidity
  • Ensuring competent management of assets
  • Directing the sharing of assets according to the individual's wishes.

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Ultimate Financial Results Business Coaching

Our coaches are committed to YOUR vision, strategy and results!

"My business is doing well; revenues are up. YET, I feel chained to my practice. It's completely dependent on me, with everyone counting on me to solve countess daily problems. I can't get away. It controls my life."

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Ultimate Financial Results Money Coaching

Money Coaching can help you:

  • Assess your "money type" and understand the impact it has on your life, your relationship and your finances.
  • Learn to understand how your "money type" was formed and what you can do to change it.
  • Rid yourself of money anxiety based on false beliefs and unconscious patterns.
  • Change how you think and feel about money, so that you can unblock the flow of money into your life.
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Financial Solutions Long Term Care Insurance

Long-term care is something you may need if you can no longer perform everyday tasks by yourself. For example, there may come a time when you need help getting dressed, eating, or bathing. It also includes the kind of care you would need if you had a severe cognitive impairment like Alzheimer's disease.

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Financial Solutions Life Insurance

Life insurance can be one of the most important pieces of your financial plan.

How much life insurance do you need? The answer is: "It depends." Your income, goals, health and current financial status are each a factor. Meet with one of our financial professionals today to help determine the right amount of insurance to protect your family and provide you with peace of mind.

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Disability Insurance

  • Save on Taxes - When you buy your own insurance with after-tax income, 100% of the benefits are income tax free.
  • Cover Your Actual Earnings - Cover a higher percentage of your income with insurance that covers bonus and/or commission income.
  • Choose the Disability Definition - Many employer-sponsored disability insurance programs use a restrictive definition of disability. Your policy can be much less restrictive (and therefore, likely to provide benefits when you need them).
  • It Stays With You - When you change jobs, you won't have to worry if there is a gap before you are eligible for benefits at the new employer.

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Financial Solutions Annuities

Annuities are a unique retirement savings vehicles as they can cover both sides of the retirement planning equation, growing your savings and turning them into retirement income that you can't outlive.

In its most basic sense, an annuity is a legal contract between you and a life insurance company. You agree to pay the insurance company one or more payments, called premiums. In return, the company promises to pay you income for a specified time period, such as for the rest of your life, beginning now or at a later date.

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Financial SolutionsMutual Funds

When deciding to invest in mutual funds, you should first make sure that you have a clear understanding of your investment objectives. When you invest in a mutual fund you are investing in a diversified portfolio of investments that normally fluctuate in value. To obtain the best results, your investment should generally be regarded as a long-term investment (i.e., 5 years or more).

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Financial Solutions Employee Benefits

Contact us today to find out more about offering any or all of these benefits to your employees:

  • Retirement plans, such as 401(k), and 403(b) products
  • Group life plans, including term and universal products with accidental death and dismemberment insurance
  • Disability income coverage
  • Long-term care insurance
  • Medical Coverage
  • Dental and vision coverage

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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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