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Ronald J. Pompei, CFP

150 White Plains Road, Suite 205
Tarrytown, NY 10591

Phone:

(914) 366-9800

Fax:

(914) 366-9800

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Your Dollars at Work



 


Securities and advisory services offered through LPL Financial, a registered investment advisor,  Member FINRA/SIPC

 

Reviews annual enrollment dates and options for Medicare participants.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Shows how transfer-on-death designations help avoid probate costs.

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How much life insurance would you need to produce a sufficient income stream for your family?

How much can you afford to pay for a car?

How much do you need to save each year to meet your long-term financial goals?

Will you be able to afford nursing home care?

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