Westchester Capital Planning, Inc
member Finra
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Who we are and what we doMy name is Michael Ross and I have been helping people save money and achieve their retirement goals for about 29 years. I use mathematics to calculate how much money you need to have saved up at retirement in order to generate your desired annual retirement income goal. I then determine how much you need to save now and on a monthly basis to accomplish these future goals under different mathematical scenarios and assumptions. I then use mutual funds and annuities as funding vehicles to help get you to these goals. I focus on helping the smaller investor that is often ignored by larger firms. You can start investing with as little as $25/month. I give my clients a great deal of one on one personal attention and guidance. I also have produced several YouTube educational videos that go into this process in further detail. Let me know what you think. Thanks.
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