Mitlin Financial, Inc.

Financial Planning on Long Island, NY and Beyond to Help You Find Your JOY

Financial advisor in Hauppauge, NY (show on map)

5.0

★★★★★

54 reviews

Mitlin Financial offers personalized financial planning, retirement planning, investment management, tax planning, and business ownership services to help clients achieve their financial goals and experience JOY in their financial journey.

Call (631) 952-4466

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About

Mitlin Financial is a Long Island-based financial services firm offering comprehensive financial planning, retirement planning, investment management, tax planning, and business ownership solutions. Led by Larry Sprung and his team, including advisors like Jorrell Bland, the firm emphasizes a JOYful approach to finance, helping clients define and pursue their financial goals with personalized strategies and ongoing support.

JOYful financial planning

Personalized service

Expertise in SECURE Act and Tax Cuts and Jobs Act

Services

Financial Planning

Personalized financial planning to help clients define and pursue their goals, incorporating a JOYful approach to financial well-being.

Goal setting Budgeting Cash flow management Tax strategy

Retirement Planning

Strategies to help clients prepare for and achieve a secure retirement, incorporating the latest tax laws and SECURE Act regulations.

Retirement income planning RMD compliance Tax-efficient withdrawal strategies

Investment Management

Disciplined, time-tested investment strategies to help clients pursue their financial goals with proactive service.

Portfolio construction Risk management Performance monitoring

Tax Planning

Expert tax planning services to help clients navigate tax efficiency and compliance under the Tax Cuts and Jobs Act and SECURE Act.

Tax strategy development Inherited IRA RMD compliance Tax-efficient retirement withdrawals

Business Ownership Planning

Services to help business owners navigate tax efficiency, retirement preparations, and succession planning.

Succession planning Tax-efficient business transitions Employee retirement planning

Estate Planning

Comprehensive estate planning services to ensure assets are distributed as intended and tax-efficient.

Will and trust creation Tax-efficient estate strategies Beneficiary planning

Credentials & Certifications

CFP®

Since 1990s

ChFC

Since 1990s

CLA

Since 1990s

Series 7

Since 2000s

Reviews

Rating

★★★★★

Reviews

"Mitlin Financial has been great in helping us plan our financial goals."

Frequently Asked Questions

What is the difference between the stretch RMD rules and the new 10-year rule for inherited IRAs? +

The stretch RMD rules allowed beneficiaries to take distributions over their lifetime, while the new 10-year rule (SECURE Act) requires beneficiaries to fully distribute the inherited IRA within 10 years of the original owner’s death. However, the IRS clarified that stretch RMDs still apply in addition to the 10-year rule for certain beneficiaries.

How does Mitlin Financial incorporate a JOYful approach into financial planning? +

Mitlin Financial integrates a JOYful approach by helping clients define what JOY means to them, aligning financial strategies with personal values and goals, and ensuring that financial decisions contribute to a fulfilling and joyful life.

What services does Mitlin Financial offer for small business owners? +

Mitlin Financial offers comprehensive services for small business owners, including tax efficiency planning, retirement preparations for owners and employees, and succession planning to ensure smooth business transitions.