Wander Financial Svc

At Wander Financial Services LLC, we are dedicated to helping executives, professionals, and business owners in their prime earning years achieve a lifetime of financial security. We cater to those who want to ensure their financial house is in order and who desire to save time to focus on the things that truly matter.

Our founder, Robert Wander, is a seasoned financial advisor with over three decades of experience. He has been providing comprehensive financial planning to clients since 1991 and has served on the Board of Directors of the New York City Chapter of the Financial Planning Association. As a frequent contributor to industry publications such as The Journal of Financial Planning, Financial Advisor, Financial Planning, and Wealth Manager, Robert is well-versed in the latest trends and strategies in financial planning.

Robert received his Bachelor's degree from the University of Michigan and his MBA in Finance from New York University. He is married, has two sons, and resides in New York City. An avid tennis player, yoga practitioner, and chess enthusiast, Robert is dedicated to helping his clients navigate the complex world of financial planning.

Our Services

Wander Financial Services LLC offers a range of services designed to meet the unique needs of our clients. Our services include:

• Financial Planning: We use a three-step process called Reality Check to help clients determine where they are today versus where they need to be, develop and implement a plan to bridge the gaps, and monitor and adjust the plan along the way to keep them on track. This process explores areas such as the income needed in retirement, sources of income, tax-efficient investment strategies, and establishing a realistic withdrawal rate.

• Investment Advisory Services: Our investment advisory services are designed to help clients construct a diversified investment portfolio that aligns with their risk tolerance, investment horizon, and financial goals. We work closely with our clients to understand their needs and develop an investment strategy that meets their objectives.

• Retirement, College Funding, Tax, and Estate Planning: We understand that planning for retirement, college funding, taxes, and estate planning can be complex and overwhelming. Our team is dedicated to helping clients navigate these areas and develop strategies that minimize taxes, maximize savings, and ensure a secure financial future.

• Life, Disability, and Long-Term Care Insurance: We offer guidance on life, disability, and long-term care insurance to help clients protect their income and assets in the event of unexpected events. Our goal is to ensure that our clients have the necessary coverage to maintain their standard of living and achieve their financial goals.

• Cash Flow Analysis: Our cash flow analysis services help clients understand their income and expenses, identify areas for improvement, and develop strategies to increase their savings and investments. By analyzing cash flow, we can help clients achieve financial stability and security.

Why Choose Us

At Wander Financial Services LLC, we are committed to providing our clients with personalized, independent advice that is tailored to their unique needs and goals. We believe in building long-term relationships with our clients and helping them achieve financial freedom. With over three decades of experience, we have the knowledge and expertise to guide our clients through the complex world of financial planning.