Financial Investment Planning

Financial Investment Planning

By: Martin M. Shenkman, CPA, MBA, JD

Law Made Easy Press

Martin M. Shenkman
P.O. Box 1130
Parker Plaza, 12th Floor, 400 Kelby Street
Fort Lee, New Jersey 07024

Thomas Orrecchio
Greenbaum and Orrecchio, Inc.
One Dewolf Road
Old Tappan, NJ 07650

Gary Greenbaum
Greenbaum and Orrecchio, Inc.
One Dewolf Road
Old Tappan, NJ 07650

Financial Investment Planning

Financial investment planning is a very intricate way of planning. It involves a number of different aspects to maximize its effectiveness.

If not well planned, it can be a major deduction in the size of your estate. This is why it's essential to gain the necessary resources to do effective investment planning. Here are some tips on the subject:

  • Understand what your particular financial background is.
  • Determine the strategies and determine alternative strategies in your investment planning.
    - Understand that there are different ways to achieve a goal. You must find an effective plan for your situation.
  • Make sure you have comprehensive planning.
    - Do this step in planning by taking the time to make a future projection.
  • Make sure you are properly diversified in your investment and policies.
  • Use a certified financial planner.
    - They are very skilled in financial planning and have a number of different certifications.
  • Know that a number of certain attorneys are skilled at doing all financial planning.
  • Make a secure investment policy statement.
    - This is to ensure you know your risks and rate of return.

Knowing what polices to invest in is crucial. Make sure your investments strategies are based upon your family history and financial situation. This will ensure longevity to you and your estate.

The above is a summary of a radio show episode on WVNJ Radio, with host Martin M. Shenkman, of the Law Offices of Martin M. Shenkman, P.C. an estate planner in Paramus, New Jersey with guest Gary Greenbaum and Thomas Orrecchio of Greenbaum and Orrecchio, Inc. Listen to the video clip of this segment on

Disclaimer: Law Made Easy Press® provides practical and legal, tax, estate and financial information for educational purposes only. The goal is to help you best work with your professionals to save costs, and to obtain better service and results as an informed consumer. There is no assurance that the laws or sample documents are current, that the forms will achieve the desired goal in all circumstances. Laws change frequently and vary from location. Therefore, you should always consult with a local attorney, accountant, or other expert.

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