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Logo, Blank Equity Management, LLC, with a radiating lighthouse icon.
Tall glass skyscrapers looking up, bright sun, blue sky, clouds.

Blank Equity Management, LLC

14 Vanderventer Ave, Suite 200
Port Washington, NY 11050

Phone:

516-439-5525

Fax:

516-439-5528

E-mail:

Blank Equity Management is a registered investment advisory firm that provides financial planning and investment management services. We work with individuals, families, corporations and trusts.

​Our financial planning process is designed to help our clients visualize, plan and achieve their financial objectives. We create a path towards goals such as retirement, college funding, and legacy planning.

Our investment process emphasizes risk management as a core philosophy. Using our propietary investment model, the Dynamic Market Risk Indicator (DMRI) we design diversified, low-cost portfolios to meet our client's individual goals.

Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Consider Munis for Tax-Free Income

Notes record issuance of municipal bonds and their tax-exempt appeal.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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