| |
 [ BACK ] Katherine Sayer & AssociatesKatherine Sayer, CLU420 Lexington Avenue, 15th floor New York NY 10170 Tel: (646)227-8812 Fax: (646)227-8813 Email: Web Address: www.katherinesayer.com Services: Our purpose is to help our clients protect their assets. We work with small businesses, not-for-profit organizations as well as individuals. Many older adults are concerned about outliving their money. We provide ideas and financial services to help protect against the cost of long term care, maximize guaranteed income and minimize taxes as well as maximize potential for leaving a legacy. We have been in the financial services for over twenty years and have close relationships with our clients. We are always glad to serve as a resource to help our clients, friends and associates locate other services they may need from providers we know and trust. We consider each person's unique situation, which includes family, support systems and obligations as well as financial circumstances. We follow a process that begins with an interview (at no cost or obligation) to get acquainted, share ideas and determine whether our services may be helpful. The next steps are to crystallize objectives, gather information and present recommendations. If other advisors are indicated, such as attorneys or accountants, we coordinate with those already in place or offer recommendations. We monitor all steps to implement a plan and are readily available for any questions that arise at any time. Since one of the few constants of life is change, we recommend annual reviews to be sure the program remains on track. Eligibility, including Geographic Areas Served: Primarily tri-state area. Fees: Staff: Additional Information: Category: Financial Services • Disclaimer of Endorsement: Reference herein and within these listings and website to any specific commercial products, process, or service by trade name, trademark, manufacturer, or otherwise, does not necessarily constitute or imply its endorsement, recommendation, or favoring by ESCOTA (East Side Council on the Aging). The views and opinions of listings and services expressed herein do not necessarily state or reflect those of ESCOTA (East Side Council on the Aging) and shall not be used for advertising or product endorsement purposes. [ TOP OF PAGE ] [BACK] Disclaimer of Endorsement: Reference herein and within these listings and website to any specific commercial products, process, or service by trade name, trademark, manufacturer, or otherwise, does not necessarily constitute or imply its endorsement, recommendation, or favoring by ESCOTA (East Side Council on the Aging). The views and opinions of listings and services expressed herein do not necessarily state or reflect those of ESCOTA (East Side Council on the Aging) and shall not be used for advertising or product endorsement purposes. [ TOP OF PAGE ] [BACK] | |||