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Attitude Financial Advisors Inc

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United States
Plainview, NY
Attitude Financial Advisors Inc

The advisors at Attitude Financial offer financial planning & wealth management services to individuals. The result is NOT a product.

Free Webinar - Learn about a surprisingly simple way to calculate your retirement savings needs:
https://www.attitudefinancialadvisors.com/a-surprisingly-simple-way-to-calculate-your-retirement-savings-needs/

At Attitude Financial we seek to align your personal values – the things most important to you – with a comprehensive financial planning strategy designed to achieve your goals. It’s a holis

tic, ongoing process. Along each step of the way, we help you develop good financial habits that will enable you to accomplish the things you want. We place paramount importance on the delivery of objective and unbiased planning advice to each of our clients. Our high ethical standards, complete transparency and full disclosure are the driving forces of our practice. We can help you:
• Save and invest for your future
• Protect and enjoy more of your wealth
• Live a more fulfilling life
• Give back

The firm's formula for success is a mix of educating clients in simple, concise terms; being solution oriented; staying current with industry technology, and above all, delivering on promises.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Attitude Financial Advisors and Cambridge are not affiliated. KS, NJ, NY, PA, VA Content provided via links to third-party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

07/22/2026

Retirement is a financial milestone, and defining what that milestone looks like for your life is one of the best things you can do for your plan.

When you know the specific income and lifestyle you're building toward, every decision between now and then has a clear purpose behind it.

What does that picture look like for you?

Your financial plan deserves clarity. Book your complimentary 60-minute consultation to see the difference. https://www.attitudefinancialadvisors.com/get-started-now/

07/20/2026

Getting married this summer? Congratulations!

Here's one important marriage tip that’s easily overlooked: Talk about money early on.

The first year of marriage is the easiest time to get aligned on the big questions, such as how you'll structure your accounts, how you'll make financial decisions together, and what goals you're working toward as a couple.

Avoiding the topic or waiting until a disagreement forces the conversation makes everything harder than it needs to be. Couples who start from a place of open communication tend to make better financial decisions together and have a lot less conflict getting there.

Start your marriage with clarity and confidence. Schedule your complimentary 60-minute consultation to get aligned on your financial goals together. https://www.attitudefinancialadvisors.com/get-started-now/

07/17/2026

Your estate plan probably doesn't account for everything you own.

Crypto holdings, online brokerage accounts, digital business assets, and password-protected financial accounts are easy to overlook when putting together a will or trust. And unlike a physical asset, a digital one nobody knows about or can access is effectively gone.

This is a relatively new blind spot in estate planning, and one that's becoming more relevant as more wealth moves into digital form. If you have digital assets and no clear plan for them, now is a good time to change that.

Curious how this applies to your situation? Book your complimentary 60-minute consultation. https://www.attitudefinancialadvisors.com/get-started-now/

07/08/2026

If you're turning 73 this year or approaching that milestone, RMDs from your traditional IRA and 401(k) accounts are no longer optional.

The IRS sets the amount based on your account balance and life expectancy, and the tax bill that comes with it can catch people off guard if they haven't planned for it.

What tends to get overlooked is that the years leading up to your first RMDs are often the best opportunity to reduce the eventual impact. Roth conversions, strategic withdrawals, and charitable giving strategies like qualified charitable distributions can all play a role in managing how much of that money ends up in the IRS's pocket.

The time to think about RMDs is before it’s time to take them.

Want to dive deeper? Schedule your complimentary 60-minute consultation today. https://www.attitudefinancialadvisors.com/get-started-now/

07/06/2026

Behavioral finance has a summer problem.

The same psychological patterns that make it hard to stay consistent with a diet or a workout routine show up in your finances during the warmer months.

Delayed gratification gets harder while present bias gets stronger. The future feels further away when the sun is out and the calendar is full of fun activities.

None of that means you shouldn't enjoy summer but having a financial plan that accounts for human behavior (not just ideal behavior) is what holds up through the whole year.

At Attitude, that's the kind of planning we do. If you want to learn more, be sure to schedule your complimentary 60-minute consultation.

https://www.attitudefinancialadvisors.com/get-started-now/

07/04/2026

Happy Fourth of July from all of us at Attitude Financial.

Today, we celebrate the freedom that so many sacrificed to build and protect. Whether you're with family, friends, or finally getting a day to yourself, we hope it's a great one!

07/03/2026

Heading into the holiday weekend…before you head East or fire up the grill, take a minute to subscribe to our newsletter at attitudefinancialadvisors.com. Once a month, we share practical planning ideas you can actually use, nothing more.

Have a safe weekend from all of us at Attitude Financial.

07/01/2026

How are your 2026 financial goals tracking six months in?

July marks the halfway point of the year, which makes it a useful moment to pause and look back at the targets you set in January.

A short mid-year review helps you make small adjustments now and feel more in control heading into the second half of the year.

📅 Schedule your complimentary 60-minute consultation today. attitudefinancialadvisors.com/get-started-now

06/29/2026

Financial planning connects every major financial decision over time, from career changes and retirement to taxes, stock compensation, and family support.

When these pieces are reviewed together, decisions tend to feel more structured and easier to manage.

At Attitude Financial Advisors, we help clients bring those moving parts into a more coordinated plan.

To learn more, visit http://attitudefinancialadvisors.com/get-started-now

06/26/2026

The first year of a baby’s life costs an average of $15,000. So it’s easy to see how new parents can quickly feel overwhelmed by expenses.

To keep your financial plan on track while welcoming a new family member, consider these 4 strategies:

1. Be resourceful with gear: Avoid paying full price for items with short lifespans. Utilize secondhand stores, online marketplaces, and hand-me-downs from friends and family.

2. Prioritize your retirement: While college is important, students have access to loans and scholarships. There is no financial aid for retirement, so continue to fund your future first.

3. Utilize FSAs: Flexible spending accounts allow you to use pre-tax dollars for medical and childcare costs, effectively lowering your overall expenses.

4. Build a safety net: Aim for an emergency fund covering 3–6 months of expenses to guard your family against high-interest debt during unexpected events.

Small adjustments today can lead to significant financial confidence for your family’s future.

Address

255 Executive Drive, Suite LL100C
Plainview, NY
11803

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://www.attitudefinancialadvisors.com/contact/

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