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|AREA OF BUSINESS:
||Objective Approach To Problem Solving
Many of our clients felt as though their financial life was disorganized. They also found they were receiving advice from too many financial professionals which is confusing. These are just two reasons they sought the advice of Wexford Financial Strategies.
Critical to our holistic, macroeconomic, comprehensive approach is our ability and commitment to listen and ask the right questions. It is vital to get to know our clients and to understand what is truly important to them. Our ultimate goal is to help our clients achieve their financial objectives. Our four step approach is the following:
Before any product or service can be recommended, an extensive fact find interview takes place. This will include subjective, objective, qualitiave and quantiviate questions to get a clear understanding of your current circumstances and financial objectives. We begin with a thorough audit of your present financial situation to give you an accurate picture of where you stand. We listen to gain a thorough understanding of your personal goals for yourself, your family and your business. We then will analyze your insurance and investment portfolios to identify any gaps that may exist.
You will then receive advice and suggestions to fill in the gaps in order to help you reach your objectives more efficiently.
If our recommendations make sense to you, we will work with you to implement them and help you obtain the required products and services.
Because your financial situation is bound to change, we will work with you throughout the stages of accumulation, distribution and preservation conducting periodic reviews to help you monitor your strategy and its ability to continue to meet your goals.
A Financial Services Professional can help you with many of your financial needs. It is important to note that Financial Service Professionals are only able to provide certain services if they are licensed to do so.
To you, we pledge our knowledge, expertise, resources and dedication to integrity in all that we do.
|THE GENERAL LOCATION:
||We are located in midtown Manhattan, however have the ability to conduct business Nationwide.
||Scott Zuckerman is the President and CEO of Wexford Financial Strategies. Scott is dedicated to providing a high level of quality financial analysis and outstanding client service. Scott helps his clients generate wealth, maximize the value of their assets and enhance the quality of their lives, today and for generations to come. Scott brings with him ten years of experience as an entrepreneur where he has helped business owners realize their financial goals and dreams. Consumers of all income and net worth levels often express feelings of confusion, frustration, skepticism, and sometimes even fear as they approach the subjects of insurance and wealth management. For this reason, having financial balance of protection, assets, liabilities and cash flow is vital in the overall, holistic planning process. These macroeconomic strategies are where Scott places his emphasis.
||QUALIFICATIONS AND DEDICATION:
Scott has committed himself to ensuring that his clients have the best-qualified person to help them with their financial needs. As a result, he holds Series 7 and 66 securities registrations. Scott is also able to offer investment advice and financial planning as an investment advisor representative of MML Investor Services Inc. He is also licensed to offer life, disability income and group health insurance. These licenses enable him to provide a range of financial strategies to his clients, both individuals and business owners.
Scott also holds the Chartered Financial Consultant® designation. This means Your Chartered Financial Consultant® has completed the most extensive educational program required for any financial services credential. Each ChFC® has taken at least eight college-level courses on all aspects of financial planning from The American College, a non-profit educator with the highest level of academic accreditation. The average study time for the program is over 400 hours, and financial professionals frequently spend years earning this distinction. Each ChFC® must also complete a minimum of 30 hours of continuing education every two years and must meet extensive experience requirements to help ensure you receive the professional financial advice you need.
Scott also holds the Certified Fund Specialist®designation. This certification requires knowledge of portfolio construction, risk measurement, manager selection, monitoring, income strategies, retirement accounts, titling, taxation and the psychological aspects of finance. According to the Institute of Business and Finance, (2010) “The vast majority of investors and advisors do not know how to properly select a mutual fund, understand what criteria are important, asset category correlation or what historical statistical information is a good predictor and what is a poor indicator of what is likely to happen in the future.”
The Chartered Life Underwriter® designation is the most respected designation of insurance expertise. This field of study provides professionals with in-depth knowledge on insurance needs of individuals, families and business owners. The CLU® recipient can provide expert advice on a broad range of financial topics including life and health insurance, pension planning, insurance law, income taxation, investments, financial and estate planning, and group benefits.
Scott earned a Bachelor of Arts degree in Political Science from Syracuse University in 1999.
Scott lives in Long Island, New York with his wife, Natalie and their son Landon. Scott’s strict mental discipline and commitment to physical fitness has enabled him to succeed in the severely regimented practice of martial arts and to become a black belt and certified Mixed Martial Arts Instructor.
||I think a lot of people miss the boat when it comes to networking. They focus on trying to sell one another. My idea of a good networker is someone who looks to build relationships and surround themselves with professional people who are exceptional in their field. I want to meet anyone who shares this same philosophy.