Financial Strategies For All Stages of Life

Summit Advisors of Long Island & Stefans Associates are here to help you achieve financial success. Our experienced staff and personal approach will help us create a well balanced portfolio that will integrate all aspects of your financial needs.

Here on our website you will be able to gain secure access to view your financial accounts at your convenience. Yearly reviews of your plans will help you assess your long term goals. 

We help you address all the pieces of your life: financial strategies, tax planning and accounting, retirement and estate planning. Let us help you achieve your goals through careful development and implementation of strategies to help gain financial success.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.