Understanding Today’s Financial Environment
Welcome, I’m Charles Palma, a Financial Professional in Woodbury, New York. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (516) 677-6213
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
How Will You Be Remembered?
Estate planning is one of the best ways to leave a lasting legacy to your loved ones.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Bonds may outperform stocks one year only to have stocks rebound the next.
Achieving a long-term goal, like retirement, starts by taking small actions today.
How to help determine life insurance needs to provide for your family after you pass away.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Explore the growing influence women wield over the economy with this handy infographic.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
How federal estate taxes work, plus estate management documents and tactics.
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
That big list of dreams and goals isn't the only way to look at your bucket list.
For women, retirement strategy is a long race. It’s helpful to know the route.