Aaron Schindler, is a CERTIFIED FINANCIAL PLANNER® with Royal Alliance Associates Inc. Aaron specializes in wealth-building and asset protection strategies for individuals, families, and small businesses, with an emphasis on investment management, long-term care, and legacy planning.
Unlike many financial advisors, he directly manages most of his clients’ investment portfolios rather than outsourcing this important aspect of financial planning. Aaron tirelessly works with clients to determine their investment and retirement goals, as well as their current or future income needs, risk profiles and allocation models. After which he customizes and designs portfolios that strive for below-average risk while striving to achieve their target returns.
Another unique aspect of Aaron’s planning expertise is that he holds a Certificate in Geriatric Care Management from Hunter College’s Silberman School of Social Work. He helps clients protect their future retirement savings in case they require costly long-term care services that could drain their resources and retirement savings.
Retirement planning services might include either a traditional long-term care policy or hybrid life-long-term care insurance policy to fund potential long-term care costs. This often-overlooked aspect of financial planning is essential given that the U.S. Department of Health & Human Resources* states that someone turning 65 today has a 70% chance of requiring paid long-term care services.
As the owner of Care Concierge NY, Aaron is very knowledgeable about available homecare and assisted living services for those in need of such care, and which long-term care policies will pay for those services.
Aaron is the quintessential New Yorker – born and raised on Long Island, he graduated from Columbia University, and lives and works in Manhattan. He is fluent in Spanish, collects photography, and is an avid catamaran sailor. Aaron has been honored twice with World Hunger Year awards.
He holds Series 7, 63, and 65 licenses and is affiliated with Royal Alliance Associates, a broker/dealer that is part of Advisor Group. Advisor Group has more than 10,000 financial professionals, and over $500 billion in asset. Advisor Group is the number 1 network of wealth management firms in the US, as reported by Investment News in 2020