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THECOMPLETEFINANCIALPLAN.COM

Keith Kolinsky, CFP® - Retirement Planning and Portfolio Management.

We are a full service investment advisory firm providing portfolio management and comprehensive financial planning services located in Rockland County, New York.

http://www.thecompletefinancialplan.com/

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Complete Financial Planning, Inc.

K. Kolinsky

4 Pip●●●●●Place

New●●●ity , New York, 10956-6615

United States

(845)●●●●●-6505
(845)●●●●●-6508
co●●●●●●●●●●●●●@netscape.net

View this contact

Complete Financial Planning, Inc.

K. Kolinsky

4 Pip●●●●●Place

New●●●ity , New York, 10956-6615

United States

(845)●●●●●-6505
(845)●●●●●-6508
co●●●●●●●●●●●●●@netscape.net

View this contact

Complete Financial Planning, Inc.

K. Kolinsky

4 Pip●●●●●Place

New●●●ity , New York, 10956-6615

United States

(845)●●●●●-6505
(845)●●●●●-6508
co●●●●●●●●●●●●●@netscape.net

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Keith Kolinsky, CFP® - Retirement Planning and Portfolio Management. | thecompletefinancialplan.com Reviews
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We are a full service investment advisory firm providing portfolio management and comprehensive financial planning services located in Rockland County, New York.
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3 portfolio management
4 financial planners
5 Keith Kolinsky
6 CFP
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Keith Kolinsky, CFP® - Retirement Planning and Portfolio Management. | thecompletefinancialplan.com Reviews

https://thecompletefinancialplan.com

We are a full service investment advisory firm providing portfolio management and comprehensive financial planning services located in Rockland County, New York.

INTERNAL PAGES

thecompletefinancialplan.com thecompletefinancialplan.com
1

Keith Kolinsky, CFP® - Retirement and Financial Planning Methodology.

http://www.thecompletefinancialplan.com/approach.html

Have you ever wondered why some very talented athletes make it to the professional level and why others don't? It all boils down to three things. Desire. a plan. and coaching. Step 1: Identify, Establish and Prioritize Goals. Step 2: Gather Personal and Financial Data. Next we gather all of the pertinent information to assess your current situation. Your present circumstances will have a significant impact on the plan that's best for you. Some of the information will come from your bank and broke...Durin...

2

Keith Kolinsky, CFP® - Financial Planning Frequently Asked Questions.

http://www.thecompletefinancialplan.com/faq.html

Can you help me? What types of clients do you work with? Does Complete Financial Planning, Inc. have minimum client requirements? Where do I begin? Do you sell any investment products? How do you get paid? How are you regulated? Who controls my investments? What is a Fiduciary? How will I know how my accounts managed by Complete Financial Planning, Inc. are performing? Do I have to invest with you? Can you advise me on investments not managed by Complete Financial Planning, Inc? Can You Help Me? Individu...

3

Keith Kolinsky, CFP® - Financial PlanningBackground and Experience.

http://www.thecompletefinancialplan.com/about.html

Learn from my experience… not your mistakes. Schedule your meeting or telephone consultation now…. My compensation is 100% fee-only. I do not earn or accept any commissions from investment alternatives, bonuses or hidden fees. The fee-only approach to financial planning has been endorsed by AARP, the Consumer Federation of America and state regulators. Master of Business Administration in Finance (M.B.A.) from New York University Graduate School of Business (1979). Registered Investment Advisor since 1985.

4

Keith Kolinsky, CFP® - Disclosures

http://www.thecompletefinancialplan.com/disclosure.html

Complete Financial Planning, Inc. ("Advisor") is a New York State Registered Investment Advisor located in New City, New York. Advisor and its representatives are in compliance with the current filing requirements imposed upon New York State Registered Investment Advisors and by those states in which Advisor maintains clients. Advisor may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Advisor's web site is limit...

5

Keith Kolinsky,CFP® - Retirement, Investment, and Interesting Web Sites.

http://www.thecompletefinancialplan.com/resources.html

Tate Modern Museum in London. NYC Museum of Modern Art. State Hermitage Museum in Russia. The Internet Movie Database. Center for Auto Safety. Orange Kids to Learn How To Earn, Spend, Save and Invest. Reality Check for Teens Financial Smarts for Students. Animaland- for Kids Who Love Animals. Kids Bank - a Fun Place for Kids to Learn About Money and Banking. Colleges and Financial Aid. Money4College123.com – Maximize Financial Aid. Federal Student Aid Getaway. 529 Plan Expense Analyzer. Nolo Law for All.

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Learn from my experience… not your mistakes! Are you on the right financial path? You think you're doing all the right things. or maybe you're not so sure. but do you really know? Accomplishing "The Big Three" is what's important to most families. Educating your kids. securing your retirement without being dependent on your kids. providing care for your parents, if needed. Don't panic. very few people do and that's where I come in! Pursue your passions and let a retirement planning expert secure your fut...

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