Louis C Ciliberti & Associates Ltd

As founder of Louis C. Ciliberti & Associates, Ltd. in 1986, Louis has been providing sophisticated estate planning and wealth management solutions to some of the wealthiest families in the Tri-State area for over 20 years.

Louis is passionate about putting his clients first. In fact, he believes there is nothing more valuable than a well-served client. For over 30 years Louis has represented entrepreneurs and high net worth families, foundations, and corporations. He has extensive expertise in the following areas:

-Tax & Estate Planning
-Wealth Management
-Pension & Employee Benefits Consulting

Operating as usual

Retirement Seen Through Your Eyes 11/04/2021

Retirement Seen Through Your Eyes

After you leave works, what will your life look like? Organize your thoughts with the help of this piece.

Retirement Seen Through Your Eyes What your life will look like after you leave work.

Preparing for the Expected 10/28/2021

Preparing for the Expected

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt. #LifeInsurance

Preparing for the Expected You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Retirement Seen Through Your Eyes 10/21/2021

Retirement Seen Through Your Eyes

After you leave works, what will your life look like? Organize your thoughts with the help of this piece.

Retirement Seen Through Your Eyes What your life will look like after you leave work.

A Checklist for When a Spouse or Parent Passes 10/14/2021

A Checklist for When a Spouse or Parent Passes

This piece presents an overview of fundamental steps to consider when a loved one passes.

A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes.

Louis C Ciliberti & Associates Ltd updated their information in their About section. 10/12/2021

Louis C Ciliberti & Associates Ltd updated their information in their About section.

Louis C Ciliberti & Associates Ltd updated their information in their About section.

Building a Solid Financial Foundation 10/07/2021

Building a Solid Financial Foundation

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Building a Solid Financial Foundation Sustain financial well-being or create wealth through these actions.

10/01/2021

Did you know that October is National Financial Planning Month AND Estate Planning Awareness Month!

From all of us at LCC & Associates, we would like to thank you all for your continued support & look forward to helping you achieve your financial goals!

#FinancialAdvisor #AchieveYourGoals #PeaceOfMind

Did you know that October is National Financial Planning Month AND Estate Planning Awareness Month!

From all of us at LCC & Associates, we would like to thank you all for your continued support & look forward to helping you achieve your financial goals!

#FinancialAdvisor #AchieveYourGoals #PeaceOfMind

forbes.com 10/29/2014

6 Envy-Inducing Work Perks That Save Employees Money

6 Envy-Inducing Work Perks That Save Employees Money-- employee benefits & cash into their pockets http://ow.ly/AUYVz

forbes.com Sporting company gear on Fridays might shave some time off your morning routine--but these seven unique employee benefits save workers cash, too.

financial-planning.com 10/28/2014

How Value Investing Grows a Portfolio: Retirement Scan

How Value Investing Grows a Portfolio: Retirement Scan. http://ow.ly/BNzdr

financial-planning.com Testing a blended approach to retirement income; Calpers to end hedge fund investments; How to add diversification to your retirement investments

financial-planning.com 10/27/2014

Rethinking Retirement: Focus on Expenses

Rethinking Retirement: Focus on Expenses
http://ow.ly/BNzif

financial-planning.com Is there a better model for retirement planning? Michael Falk, partner with Focus Consulting Group, explains why advisors should shift their focus...

fool.com 10/26/2014

14 Thoughts That Changed How I Think About Investing

14 Sentences That Changed The Way I Think About Investing http://ow.ly/AUZM0

fool.com Wisdom from smart people. - Morgan Housel - Financials

lifehealthpro.com 10/25/2014

18 best business quotes of all time | LifeHealthPro

18 best business quotes of all time! http://ow.ly/AV46C

lifehealthpro.com The worlds' greatest business minds weigh in on everything from managing risk to embracing failure.

forbes.com 10/24/2014

6 Envy-Inducing Work Perks That Save Employees Money

6 Envy-Inducing Work Perks That Save Employees Money-- employee benefits & cash into their pockets
http://ow.ly/AUYVz

forbes.com Sporting company gear on Fridays might shave some time off your morning routine--but these seven unique employee benefits save workers cash, too.

accountingtoday.com 10/23/2014

What You Need to Know about the New SEC Municipal Advisor Rule

What You Need to Know about the New #SEC Municipal Advisor Rule
http://ow.ly/BsdTo

accountingtoday.com Nonprofit and for-profit corporations that borrow through the issuance of taxable or tax exempt municipal debt have a new rule about who can give...

time.com 10/22/2014

Here's the Right Way to Protect Your 401(k) From the Next Big Market Drop

Here’s How to Protect Your 401(k) from the Next Big Market Drop http://ow.ly/AV1Ng

time.com Q: Bull markets don't last forever. How can I protect my 401(k) if there's another big downturn soon? A: After a five-year tear, the bull…

investmentnews.com 10/21/2014

10 industries with the best 401(k) plans

10 industries with the best 401(k) plans http://ow.ly/AV2KF

investmentnews.com BrightScope, a financial information and research company, has teamed up with academics and independent 401(k) fiduciaries to determine which...

entrepreneur.com 10/20/2014

Culture That Counts -- 5 Ways to Dramatically Boost Employee Satisfaction

Culture That Counts -- 5 Ways to Dramatically Boost Employee Satisfaction
http://ow.ly/AUYbc

entrepreneur.com These elements (mostly) don't cost an employer a dime but may do wonders in warming up the office climate.

lifehealthpro.com 10/20/2014

Investing to combat real inflation for retirees | LifeHealthPro

Investing to combat real inflation for retirees-- http://ow.ly/BNyWb

lifehealthpro.com How much do you take inflation into account when working with your clients?

[10/19/14]   Acing #moneymanagement wars at home--key to money bliss in relationships- listening/ understanding http://ow.ly/AUXY5

online.wsj.com 10/18/2014

Read Slowly to Benefit Your Brain and Cut Stress

Read Slowly to Benefit Your Brain and Cut Stress
http://ow.ly/BNzvu

online.wsj.com At least 30 minutes of uninterrupted reading with a book or e-book helps.

irahelp.com 10/17/2014

Multiple Retirement Accounts and RMDs: Can I Take the Required...

Multiple Retirement Accounts and RMDs: Can I Take the Required Distribution From One Account? http://ow.ly/BNyMh

irahelp.com You or your client has several retirement accounts. Can you take the required minimum distribution (RMD) from just one account? The answer is...

www.bna.com 10/17/2014

Employee Benefits Client Alert: New Guidance on IRAs

Employee Benefits Client Alert: New Guidance on IRAs
http://ow.ly/BNzP8

www.bna.com Employee Benefits Client Alert: New Guidance on IRAs

[10/16/14]   Keep It Simple When It Comes to Complex Tax Concepts http://ow.ly/BNzyJ

www.financial-planning.com 10/16/2014

5 Steps to Improve Client Communication

5 Steps to Improve Client Communication
http://ow.ly/BN93x

www.financial-planning.com Most advisors agree that having a defined and effective communications plan is critical to successful financial planning, but far fewer give...

wealthmanagement.com 10/15/2014

Whenâs The Right Time To Buy Options?

When’s The Right Time To Buy Options? Are you a bull or a bear?
http://ow.ly/BN7uh

wealthmanagement.com VIX, now at the 11-12 percent level, seems low. Does that mean S&P options are cheap?

financial-planning.com 10/15/2014

Planning for a Cash Windfall

Planning for a Cash Windfall- f transitions tend to be stressful; http://ow.ly/ATgg6

financial-planning.com A majority of Cicily Maton s clients come to her when a pile of money falls into their laps. But unusual circumstances create special issues.

[10/14/14]   Three Retirement Options for Small Employers http://ow.ly/BN8dA

ebn.benefitnews.com 10/14/2014

3 common disability management questions

3 common disability management questions
http://ow.ly/BN7K4

ebn.benefitnews.com Many benefit managers especially those at smaller companies have never had to help an employee with an accommodation at work or help chart their...

news-leader.com 10/13/2014

Social Security retirement a Boomers’ dilemma

Today Social Security retirement a Boomers’ dilemma--millions have made or are in the midst of making critical decisions with regard to their retirement.
http://ow.ly/ATcYC

news-leader.com A Bears Business Brief from Missouri State runs every Sunday in the News-Leader

wealthmanagement.com 10/13/2014

Optimizing Social Security Benefits for Unmarried Couples

Optimizing Social Security Benefits for Unmarried Couples http://ow.ly/APn5y

wealthmanagement.com If you have unmarried (same-sex or opposite-sex) clients who are in long-term committed relationships, you can add enormous value to your services...

blogs.wsj.com 10/12/2014

Wealth Adviser: The Evolution of Socially Responsible Investing

The Evolution of Socially Responsible #Investing--using it for supporting/encouraging responsible behavior http://ow.ly/ATcyK

blogs.wsj.com A morning briefing on coverage of special interest to wealth managers, financial planners and other advisers.

businessinsider.com 10/12/2014

Your Rich Friends Could Be Making You Poor

Your Rich Friends Could Be Making You Poor—syndrome: financial creep unconscious desire to feel equal . http://ow.ly/ATeB7

businessinsider.com A phenomenon called "relative deprivation" is to blame.

[10/11/14]   Why do so many people—especially successful people—find smartphone use in meetings to be inappropriate? How do you feel about it?

wealthmanagement.com 10/11/2014

The Power of Tablet Technology for Financial Advisors

The Power of Tablet Technology for Financial Advisors http://ow.ly/ATdS3

wealthmanagement.com What was once viewed as an escape from boredom on long flights has become a mission critical component to the insurance industry.

usatoday.com 10/10/2014

AdviceIQ: 10 key pre-retirement steps

AdviceIQ: 10 key pre-retirement steps
http://ow.ly/BK48R

usatoday.com Submitted by Tom Orecchio on Thu, 09/18/2014 - 3:00pm Retirement takes a lot of planning and decades of preparation. You've gathered assets, set up...

Telephone

Address


Plainview, NY
11803

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm
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