Personalized Financial Planning
Long-term Focus
Built Around Your Goals
About
Conway Financial Planning was started with the goal of providing high-quality financial planning that is personalized to the client. In an age of robo-advisors and large corporations where you will speak with a different advisor each time you call, I take the time to understand your goals and guide you through your financial choices.
I strive to help clients understand their options, monitor their progress toward financial goals, and be more tax-efficient. I am a fee-only financial planner with a fiduciary responsibility to clients. I never receive sales commissions or referral fees, so my only priority is doing what is best for you.
Conway Financial Planning operates as a business name for S Conway Consulting LLC, an Investment Adviser based in New York.
Financial Planning and Wealth Management
Portfolio Management
You choose the right level of investment support: self-directed investments or full-service portfolio management.
Education
We help design saving and investment plans so that you are prepared for future education expenses.
Taxes
We prioritize tax planning: tax-efficient investment decisions, estate tax planning, and income tax planning.
Insurance
We help you identify financial risks that can be managed through insurance products and can help you find the right policy.
Retirement
We strive to help you understand how your savings and investment decisions today are aligned with your retirement goals.
Legacy
Whether you are transferring assets to a charitable organization, family, or friends, we can help you understand your options and tax implications.