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Financial Planning


Everyone needs and deserves a quality financial plan

We are dedicated to this mission and focus exclusively on using financial planning to more effectively motivate each client to create, implement and maintain an investment strategy that best meets their lifetime financial goals. We believe that the main purpose of financial planning is to assist clients with their financial needs in a way that increases their confidence level, and allows them to enjoy their lives. Hence, "Plan" better, "Invest" smarter and "Enjoy" life more.

Your Journey to Wealth Starts Here!

Financial Planning Process

The Feinberg Stein Group utilizes the latest leading technology in a streamlined process that allows us to get needed information directly into our clients' financial plan, and to explore clients' expectations, concerns and goals to drive your advice and enhance the quality of the financial plan.

We send our clients a direct, secure link for each client to input their data. This streamlined process gets needed information directly into the plan. We are then able to explore clients' expectations, concerns and goals to drive our advice and enhance the quality of the financial plan.

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We start with a detailed understanding of your long-term goals. We don’t lump you into a predefined group. Rather, we aim to learn about your specific needs and objectives and tailor a recommendation accordingly.

One of our financial planning professionals will gather information on your current financial situation, including your investment goals, time horizon, income and expenses, portfolio distributions and cash flow needs. We then prepare a personalized financial plan with clear, easy-to-understand information to help you make the right decisions about your financial future.

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Our portfolio managers have decades of experience and have navigated difficult markets with steadiness and skill. We use a collaborative process in which our analysts and senior portfolio managers carefully study, test, and challenge proposed investments.

We make active decisions to overweight or underweight asset classes in the near-term relative to strategic associations based on the (i) current and projected financial and economic environment; (ii) risk estimates in the global capital markets; and (iii) other fundamental, valuation, and geo-political / psychological / technical liquidity factors.

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We are bottom-up investors who aim to find the most attractive opportunities for our clients without geographic limits. Our diverse relationships span the globe.

We focus our internal strategies on those areas where we believe we can offer the most value. In particular, our asset management team strives to provide our clients with the insight acquired through unbiased research, rigorous analysis, and in-depth knowledge.

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We adhere to an investment philosophy that values both vision and discipline. We do not believe that long-term goals can be met by chasing short-term results. Instead, we focus on the larger picture while also paying attention to the details.

We manage a range of sophisticated investment strategies, many of these with long performance records. In our efforts to maintain distinguished performance over multiple market cycles, we rely on a proven institutional investment process.

Contact The Feinberg Stein Group at Hightower

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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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