Month: February 2021

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Understanding the client experience when working with Heller Wealth Management (Ep. 80)

Understanding the client experience when working with Heller Wealth Management (Ep. 80)

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What can you expect when working with us? 

Find out in this episode, as Larry Heller guides you through the process he and his team use at Heller Wealth Management! 

To help you get an idea of what working with his team will look like, Larry shares detailed insight on how they transform your vision into a financial plan and investment strategy that will help you achieve your financial aspirations and goals. 

In this episode, you will learn: 

  • What our goal is when working with clients
  • Our step-by-step onboarding process
  • The importance of tax planning
  • Why you need accurate documentation
  • And more!

Tune in now to find out what you can expect when working with us at Heller Wealth Management! 

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Three Methods For Resolving Divorce Disputes — With Attorney Michael Fried (Ep. 79)

Three Methods For Resolving Divorce Disputes — With Attorney Michael Fried (Ep. 79)

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Are you thinking of settling your divorce out of court? Here’s what you need to know! 

In this episode, Larry Heller welcomes Michael Fried, partner at Berkman Bottger Newman & Schein LLP. As an experienced litigator and trial attorney in the field of matrimonial and family law, Michael breaks down three types of dispute resolution services he provides at his matrimonial firm in New York. Plus, he shares his insight on COVID-19’s impact on divorce rates. 

In this episode, you will learn: 

  • How the pandemic has impacted divorces
  • Methods for resolving divorce disputes — and the pros and cons of each
  • How to select the best process for both parties 
  • How Micheal acts as a “consulting attorney” during the mediation aspect of his practice
  • And more!

Tune in now to discover Michael’s three methods for resolving divorce disputes! 

Resources:  Heller Wealth Management: (631) 293-2806 | Email Larry | Berkman Bottger Newman & Schein LLP: (212) 867-9123