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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.

Explains benefits of employee-stock ownership plans for succession planning.

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Offers tips to couples with opposite financial styles for finding balance.

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Suggests considering life insurance for stability during uncertain markets.

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Encourages proactive dialogue to ensure financial well-being of aging parents.

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Estimate the potential cost of waiting to purchase a long-term care insurance policy.

How much would your monthly lease payment be?

Knowing your likely life expectancy is an important factor in making long-term financial plans.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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