Investments, Retirement Planning & Income Tax Planning

Hudson Financial Services, Inc. is a family-owned financial planning firm helping individuals and families in the Lower Hudson Valley build strong financial futures. We understand that thinking about the future may lead to concern, confusion, and stress. Working closely with our clients, we find the right financial solutions to help our clients achieve confidence.

We believe that wealth is about more than just your account balance. Money is a tool that allows you to achieve your dreams and live a comfortable, meaningful life. As advisors, our first goal is to help you understand and prioritize the opportunities money brings.

To some, that opportunity represents an early retirement or the freedom to spend more time with the grandkids. To others, it’s a once-in-a-lifetime vacation with the ones you love. Whatever that opportunity means to you, we’ll help you uncover it and create financial strategies to pursue it.

 

We Deliver a Roadmap to Your Financial Goals and Then Help You Follow It

We follow a disciplined 6-Step Financial Planning Roadmap that explores your personal circumstances through in-depth conversations and develops a thorough picture of your financial life. Once we are confident that we understand your financial picture, we make recommendations and offer solutions.

We then use your financial priorities, future goals, and attitude about risk to create a personalized roadmap that is designed to take you where you want to go in life.  By examining your situation from investment, tax, insurance, and estate planning perspectives, we help you organize your finances and clearly understand your choices. We make the complicated simple by explaining your options and educating you without overwhelming you with information.

Our work doesn’t stop there. We will work closely with you to implement the strategies we create and offer ongoing communication so that you feel supported every step of the way. On a regular basis, we review your progress toward your objectives to help ensure you’re staying on track.

Most importantly, we offer a guiding hand and a reassuring voice on the phone whenever you have questions or concerns. We leverage industry-leading technology to offer you constant access to your accounts and provide clear, concise information about your overall financial situation.