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Black Coral Financial Advisors

We are a full service private wealth management firm delivering highly personalized advice based on in-depth experience in the financial markets and a demonstrated track record of protecting and growing our clients' assets.

http://www.blackcoralfa.org/

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CONTACTS AT BLACKCORALFA.ORG

Black Coral Financial Advisors

Stephen Liska

37 Wa●●●●● Road

Fla●●●ers , NJ, 7836

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1.97●●●●9400
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We are a full service private wealth management firm delivering highly personalized advice based on in-depth experience in the financial markets and a demonstrated track record of protecting and growing our clients' assets.
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5 retirement planning
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Black Coral Financial Advisors | blackcoralfa.org Reviews

https://blackcoralfa.org

We are a full service private wealth management firm delivering highly personalized advice based on in-depth experience in the financial markets and a demonstrated track record of protecting and growing our clients' assets.

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blackcoralfa.org blackcoralfa.org
1

Black Coral Financial Advisors | Tax Planning

http://www.blackcoralfa.org/planning/tax.html

Project federal and state income taxes. Analyze adequacy of withholding. Recommend estimated payments if necessary (prepare and file vouchers). Review opportunities for charitable contributions. Discuss Alternative Minimum Tax (AMT) planning. Discuss passive income/loss planning. Review of open years' tax returns.

2

Black Coral Financial Advisors | Insurance Planning

http://www.blackcoralfa.org/planning/insurance.html

Discuss adequacy and appropriateness of coverage. Discuss loan and withdrawal planning. Discuss appropriateness of surrendering old policies (or more efficient maintenance). Complete update of policy information (e.g., cash value, dividend account, load status). Review and coordinate ownership and beneficiary designations with estate plan. Review long-term disability coverage. Review property and casualty insurance:. Review adequacy and appropriateness of homeowner's coverage.

3

Black Coral Financial Advisors | Team

http://www.blackcoralfa.org/team.html

Stephen P. Liska. Matthew Wilk, CFP®. Raymond W. VanHoorebeke. Joseph M. Gallo, CFA®. Dennis B. Galvin. Stephen P. Liska. Responsibilities include developing strategy for the growth of the firm while working one-on-one with client families. He also served as Vice President of Ayco's National Sales and Marketing division, where he was responsible for new business development for the firm's Northeast region. Prior to Ayco, Stephen spent twelve years with Asset Management Group as a Senior Financial Advisor.

4

Black Coral Financial Advisors | Planning

http://www.blackcoralfa.org/planning/index.html

We deliver our services via a number of inter-related methods as follows:. We meet with our clients on a quarterly basis to facilitate decision-making and implementation. We will help each client complete a confidential databook detailing his/her financial situation. We will ask for copies of:. Wills, trusts, powers-of-attorney, medical directives. Tax returns for the previous two years. Insurance policies (life, auto, homeowners, umbrella). Other pertinent financial documentation. We currently provide t...

5

Black Coral Financial Advisors | About

http://www.blackcoralfa.org/about.html

We are a full service private wealth management firm delivering highly personalized advice based on in-depth experience in the financial markets and a demonstrated track record of protecting and growing our clients' assets. About our name: Black Coral Financial Advisors. Our Six Business Principles. Our Commitment To Our Clients - Our clients' best interests come first. By placing our clients' interests before all else, our own success will follow. Our Employees - We are dedicated to the employees of our...

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We are a full service private wealth management firm delivering highly personalized advice based on in-depth experience in the financial markets and a demonstrated track record of protecting and growing our clients' assets.

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