Your Trusted Partner for Retirement Planning in New York
Achieve peace of mind with retirement planning that addresses New York’s unique financial challenges.
Our Retirement Planning Services
Comprehensive Financial Services for a Confident Retirement
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Retirement Goal Setting
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Retirement Investment Planning
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Tax-efficient Withdrawal Strategies
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Social Security & Pension Optimization
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Healthcare & Long-Term Care Planning
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Estate & Legacy Planning
Helping New Yorkers Plan for a Confident Retirement
From busy professionals to retirees, we design strategies that protect your wealth and prepare you for the future.
Professionals Planning Ahead: Secure your retirement early with smart strategies.
Those Already Retired: Maintain your lifestyle with income and wealth protection.
NYC Entrepreneurs: Plan smooth business exits while protecting personal finances.
High-Income Earners: Maximize tax savings and investments to reach financial freedom.
Our Step-by-Step Retirement Planning Process
We make retirement planning straightforward — giving you confidence at every stage of the journey.
Discover & Define – We start by understanding your goals, lifestyle, and financial picture.
Plan & Strategize – Together, we set priorities, assess risks, and design a tailored roadmap.
Implement & Optimize – Your plan is put into action with ongoing adjustments to stay aligned.
Review & Refine – We revisit your plan regularly to ensure it grows with your needs..
Why Choose One Advisory Partners
At ONE Advisory Partners, we prioritize your interests above all else. As a fiduciary and fee-only firm, we provide unbiased, transparent financial advice tailored to your unique situation.
We believe that every client deserves a personalized approach that reflects their goals and values. Our commitment is to empower you with clarity and confidence at every step of your financial journey.
Our distinctive flat-fee structure ensures that our guidance is aligned solely with your goals, free from commissions or sales pressures. With a passionate team dedicated to education, empowerment, and measurable value, we support you through every phase of your financial life. We specialize in helping busy professionals and families transition confidently from career success to a fulfilling retirement, offering comprehensive, personalized retirement planning built on clarity, trust, and expert collaboration.
Client Testimonials / Success Stories
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“I’ve been working with Jon for the last year or so. He has helped my wife and me get our financial house in order and determine where we stand for retirement. He’s recommended people to help with estate planning, is helping us invest more wisely, has provided great advice regarding the difficult decisions to purchase additional life insurance and long-term care insurance, and has already helped us reduce our tax burden significantly. I’ve referred multiple people to him and will continue to do so. My only regret is that I did not hire him years earlier.”
Relationship to Financial Advisor: Client as of Apr 2, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest. -
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"My wife and I have first met Ron Sanders nearly 15 years ago. He and his company have managed our retirement assets since that time. We have always been impressed with the service received and the financial performance achieved."
Relationship to Financial Advisor:Client as of Jun 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest. -
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“Dan Miller has helped us a lot to navigate our finances. His experience has made a big difference in helping us understand money management. We trust the way that he manages our investments. He has always provided answers to our questions and has given us much needed guidance with major money decisions. Dan is professional but yet very friendly and approachable. We have recommended him in the past and wouldn't hesitate to do so in the future.”
Relationship to Financial Advisor: Client as of Apr 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interes
Meet Your Retirement Advisors
At ONE Advisory Partners, our mission is to bring clarity and confidence to your journey from career success into a fulfilling retirement. Founded on the belief that every client deserves personalized attention and truly unbiased advice, we’ve dedicated our practice to helping successful professionals and families navigate one of life’s most important transitions—retirement.
Our Philosophy
Our founding principle is simple: put the client’s interests first, always. As a fiduciary and fee-only firm, we are committed to objectivity and transparency at every step. Our distinctive, predominately flat-fee structure means you receive advice that’s truly aligned with your goals, not driven by commissions or sales quotas. At ONE Advisory Partners, you’ll find a team passionate about education, empowerment, and delivering measurable value through every phase of your financial life.
FAQs
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It depends on your lifestyle and expenses. Since New York has a higher cost of living, a personalized plan helps determine how much you’ll need to maintain financial comfort.
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The earlier the better. Many start in their 40s or 50s, but even if you’re already retired, planning can still improve income strategies and protect your savings.
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Yes. We use tax-efficient withdrawal strategies, Social Security optimization, and investment planning to minimize your state and federal tax burden.
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Absolutely. We help business owners create exit and succession strategies that protect both their business legacy and personal finances.
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We integrate your existing retirement accounts with Social Security and other assets to create a coordinated plan that maximizes income and minimizes risks.
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We recommend reviewing your plan annually or whenever major life or financial changes occur to ensure it stays aligned with your goals.
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It starts with a consultation where we review your goals and create a customized retirement strategy built for long-term security.
Plan for Retirement with Confidence
Take the first step to feeling confident you finally have a solid plan of action to achieve both your financial and lifestyle objectives. Schedule an introductory call today.
