Wholistic Wealth, LLC
- Financial Services - Consulting & Planning
- Investment Management
- Life Insurance
Financial confidence is knowing you are doing the right things, in the right order, in the right way to assure current and future financial success (for you, your family, your business…) however you may define it. Coaching toward this outcome is my passion - Ross B. Feldman CFP®, CLU®, ChFC®, AEP®, RICP®, CASL®, CLTC.
Ross B. Feldman CFP®, CLU®, ChFC®, AEP®, RICP®, CASL®, CLTC is a personal financial strategist who has been using his (w)holistic macroeconomic process to help people make more efficient financial decisions since 1997. His objective is to help families and business owners prepare for and maximize their potential retirement cash flow, and overall retirement confidence, while maintaining their legacy objectives for the people and causes they care about.
Ross’s approach is different from other advisors; he doesn’t just tell people whether they should buy Coke or Pepsi this week. He creates and offers wholistic solutions to real world problems, that are implemented through financial strategies and products, coordinated with appropriate legal work (through strategic partners) – he offers comprehensive planning and implementation not just financial transactions.
In 20+ years of working with people and their finances, Ross has found that most financial situations can be improved (through strategy and/or revisiting allocation, location, positioning, and/or reinvestment) to provide 20% – 30% more after-tax retirement cash flow - without adding risk or speculation.
Whom to Contact
- Ross Feldman , CFP®, CLU®, AEP, RICP®, CASL®, CLTC, ChFCPresident401 E. State St, Suite 400Ithaca, NY 14850Phone: (607) 272-1990