Our clients expect more.
We deliver.
WHO WE ARE
Our mission is to provide individuals, families, and business owners with sound financial guidance and to assist them in reaching financial freedom. Through individualized data analysis, comprehensive research, and solutions based implementation, we are able to provide the necessary tools to reach each and every one of our clients goals and objectives.
WHO WE ARE
Our mission is to provide individuals, families, and business owners with sound financial advice and to assist them in reaching financial freedom. Through individualized data analysis, comprehensive research, and solutions based implementation, we are able to provide the necessary tools to reach each and every one of our clients goals and objectives.
What We Do
Your life is more than just dollars and cents. Your financial team should recognize that. At Moreno Capital Management, we live by redefining the client-financial professional relationship. Our team’s experience in retirement income planning, wealth management, life insurance, and estate planning strategies aim to earn your trust. It’s our integrity in the relationships we create that maintains and fosters it. At Moreno Capital Management, our clients expect more – and we deliver.
What We Do
Your life is more than just dollars and cents. Your financial team should recognize that. At Moreno Capital Management, we live by redefining the client-advisor relationship. Our team’s expertise in retirement income planning, wealth management, life insurance, and estate planning aims to earn your trust. It’s our integrity in the partnerships we create that maintains and fosters it. At Moreno Capital Management, our clients expect more – and we deliver.
Our Process
Together, we will gather data about your financial situation and goals. At this time, we will concentrate on your specific ambitions and aspirations for the future.
Here is our financial planning process:
This is your opportunity to evaluate our services & fee structure, as well as our opportunity to learn about you. We ask questions to understand your vision of the future and you can determine the interest in a financial planning relationship.
Together, we will gather data about your financial situation and goals. At this time, we will concentrate on your specific ambitions and aspirations for the future.
We conduct an in-depth analysis of your financial situation. For financial planning clients, we prepare neutral recommendations that are documented within a written, illustrated financial plan. For other clients, we may simply prepare specific, stand-alone recommendations. Every case is different, and individualized for each and every client.
In order to continue to help you achieve your financial aspirations, we will regularly review your plan and any specific recommendations we have implemented for you on an on-going basis.
We then deliver and explain a detailed, written financial plan with our specific recommendations custom-designed to meet your financial goals and needs. As a financial planning client, you may then choose to implement our recommendations with us, in which case, we will prepare product recommendations.
In order to continue to help you reach your financial aspirations, we will review, update, and manage your financial plan each and every year to keep you on track.
Our Process
Together, we will gather data about your financial situation and goals. At this time, we will concentrate on your specific ambitions and aspirations for the future.
Here is our financial planning process:
This is your opportunity to evaluate our services & fee structure, as well as our opportunity to learn about you. We ask questions to understand your vision of the future and you can determine the interest in a financial planning relationship.
Together, we will gather data about your financial situation and goals. At this time, we will concentrate on your specific ambitions and aspirations for the future.
We conduct an in-depth analysis of your financial situation. For financial planning clients, we prepare neutral recommendations that are documented within a written, illustrated financial plan. For other clients, we may simply prepare specific, stand-alone recommendations. Every case is different, and individualized for each and every client.
In order to continue to help you achieve your financial aspirations, we will regularly review your plan and any specific recommendations we have implemented for you on an on-going basis.
We then deliver and explain a detailed, written financial plan with our specific recommendations custom-designed to meet your financial goals and needs. As a financial planning client, you may then choose to implement our recommendations with us, in which case, we will prepare product recommendations.
In order to continue to help you reach your financial aspirations, we will review, update, and manage your financial plan each and every year to keep you on track.
Products & Services
Products & Services
Planning Services
Financial Planning
Wealth Management
Retirement Income Planning
Estate Planning Strategies
Charitable Giving Strategies
Protection Planning (through life and disability insurance)
Legacy Planning
Investments & Annuities
Receive access to many different retirement and savings investment strategies.
MORTGAGE PROTECTION INSURANCE
Mortgage life insurance is a form of insurance specifically designed to protect a repayment mortgage. If the policyholder were to die while the mortgage life insurance was in force, the policy would pay out a capital sum that will be just sufficient to repay the outstanding mortgage
Disability Insurance
Continue receiving benefits after unforeseen incidents that may leave you unable to return to work.
Long Term Care Insurance
Help shield your assets from extra costs that may not be covered by every-day insurance.
Health Insurance
Get the best coverage for you and your family members through unexpected illness or injuries.
Connect with us today.
1290 Avenue of the Americas 4th Floor, NY, NY 10104
(347) 266-1612
Connect with us today.
155 East 44th Street, 12th Floor, NY, NY 10017
(347) 266-1612
