Huguenot Financial Planning is a fee-only financial planning firm based in New Paltz, New York, dedicated to helping individuals and families achieve lasting financial confidence. Specializing in personalized, holistic financial strategies, the firm offers independent advice that is always in the client’s best interest—free from product commissions or third-party incentives. Their services cater to a wide range of clients but are particularly focused on individuals navigating retirement planning, investment management, and life transitions.

Founder David Minkoff, CFP®, brings a values-driven and educational approach to financial planning, empowering clients with knowledge and long-term strategies. Huguenot Financial Planning is proud to maintain fiduciary standards, meaning clients receive objective guidance tailored specifically to their goals. With a strong commitment to clarity and transparency, the firm takes the time to demystify complex financial matters in a relaxed, supportive environment.

The firm is also known for its dedication to socially responsible investing (SRI), allowing values-conscious clients to align their investments with ethical and sustainability goals. By working both virtually and in person, Huguenot Financial Planning serves clients throughout the Hudson Valley and beyond.

Website: http://huguenotfinancialplanning.com/

Key Services:

– Comprehensive financial planning
– Retirement planning and income projections
– Investment management with a focus on socially responsible investing
– Cash flow and budgeting strategies
– Education funding plans
– Tax planning strategies
– Risk management and insurance review
– Estate planning guidance
– Life transition financial planning (career change, relocation, etc.)
– Fiduciary, fee-only financial advice