Our Services.

ABOUT MY FINANCIAL SERVICES, LLC

 

MY Financial Services, LLC located in Rockland County, NY is a financial planning and registered investment advisory firm that provides personal independent, comprehensive, objective and confidential financial advice to people of varied backgrounds and means.  Our primary objective is to help you reach your goals. We are completely compensated by our clients and receive no commissions and no referral fees from mutual funds, brokerage firms, insurance companies or any other third party.  MY Financial Services, LLC provides you hourly-based advice and there are no minimum asset or net worth requirements.

To help you reach your goals, our services for individuals and small businesses include advice on issues bellow:

PERSONAL FINANCIAL PLANNING

COLLEGE FUNDING ADVICE

CASH FLOW SPENDING PLAN

CREDIT AND DEBT MANAGEMENT

EMPLOYMENT BENEFITS

TAX PLANNING

RETIREMENT PLANNING STRATEGIES

401(K) ALLOCATIONS AND OTHER RETIREMENT ROLLOVERS

INSURANCE NEEDS ANALYSIS

PORTFOLIO DESIGN AND ASSET ALLOCATIONS

LUMP SUM DISTRIBUTIONS AND SUDDEN MONEY EVENTS

CASH FLOW SPENDING PLAN

FINANCIAL SEMINARS FOR SCHOOLS, CHURCHES, CIVIC GROUPS, AND CORPORATE EMPLOYEE, ETC.

ABOUT MYLES NEWBORN

 

Myles Newborn III, MBA, CFP® is the founder and managing member of MY Financial Services,  LLC, a financial planning and registered investment advisory firm in New York who is paid only by clients. Myles is a CERTIFIED FINANCIAL PLANNER™ professional who primary objective is to help people make personal financial decisions and reach their goals.  He provides personal independent, comprehensive, objective and confidential financial advice to people of varied backgrounds and means.

 

Prior to establishing MY Financial Services, LLC, Myles spent thirty years at Bayer HealthCare.  During his last six years, he served as a National Sales Manager responsible for the execution of a Retail Pharmacy initiative to build, deploy, develop and lead a professional retail sales force in major US markets. His accomplishment of growing sales and market share has led to six “Manager of the Year Awards”, three “President Club Awards” and a “Pinnacle Award”.  Aside from special recognition for superior leadership and continuous improvement, Myles has been acknowledged for his talents to develop and facilitate learning, manage business partnerships and expand teamwork. Myles has a Bachelor Degree from California State University, Long Beach, a MBA from the University of Phoenix and a Certificate in Financial Planning from Fordham University.

 

Myles has serves on the Financial Planning Association, New York (FPANY) Board as Director of Pro Bono and Spring Forum. While working with FPANY, he is devoted to providing financial consulting and conducting workshops to out-reach programs. He also serves as a volunteer tax planner with AARP and the VITA program. Myles resides in Stony Point, New York with his wife, Yvette.  They have 3 adult children Iyanna, Ian and Iman.

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