Feinman, Rettig & Associates has the expertise to recognize and anticipate problematic issues and to design customized strategies and practical solutions. We are fully committed to building your trust by providing informed, objective and proactive guidance that delivers results. You are unique and we believe your financial plan should be too.
Lee Feinman, CLTC
Why I sell Life Insurance
I have been providing insurance strategies and financial services to individuals, business owners, and corporations for over 35 years.
I strongly believes that “one size does not fit all” when it comes to finances. My flexibility and attention to detail help me create long lasting client relationships.
I partner with a dedicated team of specialists in group insurance, pensions, taxation and investments who augment my estate and business planning to exceed the expectations of my clients.
I Attended Hofstra University and I have been a Board Member at Glen Oaks Village for over 30 years, Treasurer of the Mill Brook Civic Association, and am the Vice-President of The Valley Steam Chamber of Commerce. Being a financial Advisor is one of the most satisfying careers.
I chose insurance as a career to help people.
I empower and educate others on how to protect their families and their assets. I’ve seen how devastating it can be when there is no protection (or not enough) protection in place.
In my 35 years in business, I’ve seen families lose their homes and children go without because no one took the time to put something in place. I’ve seen people selling off personal items and trying to raise money to give a loved one a proper burial.
Witnessing a family begging for money to pay for their father’s funeral is the reason why I sell life insurance. Instead of them mourning their father and his life, they were running around trying to secure enough money to pay for his funeral and the expenses that comes with it. That was a heartbreaking moment for me and a life-changing moment as well.
Today we are here, and tomorrow is not guaranteed. Making sure your family is protected and secured is why I love being a life insurance broker. I help families from all walks of life, secure their future, secure their lifestyle, their legacy and life after death. Helping my clients find the right protection with a policy that matches their needs and budget is my specialty
When my existing clients say to me “Thank you for what you did for us” is one of the most fulfilling, rewarding, gratifying, and pleasing sentences in all languages. Thank you for helping us protect our family is the reason why I do what I do.
I find great comfort in helping people prepare for those moments and protect their families.
I often hear people say “I want to give my children the world”. Well, buying insurance that’s a good start. It takes less than 10 minutes to change the narrative. Got questions, let’s set up a time to talk.
Robert Rettig, CPA, MS
Robert Rettig helps people resolve their difficulties with the IRS and various state taxing agencies. His work includes preparation, planning and the review of all types of tax returns, audits, compilations and industry-related reviews. While he deals in a vast variety of income levels, his expertise lies with high net worth. His clientele includes real estate, broker-dealers, commodity traders, manufacturers, doctors, and lawyers.
Preparation and review of tax returns are done for Individuals, C Corporations, S Corporations, Partnerships, Estates, Gift, Fiduciary, Exempt Organizations and Private Foundations.
In addition, Robert is well-versed in the international tax arena, having prepared tax returns for nonresident aliens. He has dealt with the Exit Tax Issue and other issues regarding Treaty Based Positions, which enable those with dual citizenship to claim their residence in their native foreign country, thus avoiding paying worldwide source income. He has also worked with Subpart F Income and Controlled Foreign Corporations.
Robert Rettig represents individuals and businesses before the IRS and the NYS Department of Taxation and Finance, regarding audits, appeals, removals of liens, and garnishments. He prepares Offer in Compromises and Installment Agreements.
Robert received his Masters Degree in Taxation from Long Island University in 1998. He is an active member of the Association of Certified Fraud Examiners, the American Institute of CPAs, and the NYS Society of CPAs.