Professional financial advice for women that want to take charge of their financial future .

Colette R. Frey-Bitzas, CFP®, MBA is an independent
Certified Financial Planner™ professional, committed to finding
solutions to help you reach your financial goals.

  • Business Owners value our expert advice on:
    • Group Health Insurance- more info 
    • Business Continuation
    • Retirement Plans – 401(k), 412(i), SEP etc.
    • Employee Benefits
    • Executive Compensation Plans

  •  Professionals and Individuals will find assistance with:
    • Comprehensive and Module Financial Plans
    • Life Insurance and Insurance Review
    • Estate Planning, including Long Term Care Insurance
    • Retirement Planning for various stages
    • Disability Insurance, an integral part of any Financial Plan


Don’t wait. Take control of your financial future today.
 Call 631-675-0245 to Contact me for a complimentary appointment

  • Did you know, according to 2006 Update of Key Facts about Women-Owned Business Research; that nearly 10.4 million firms are owned by women, employing more than 12.8 million people and generating $1.9 trillion in sales? 

    • Women businesses are growing at a rate of two times the rate of all businesses.
    • Women are the primary breadwinners in 1 of 3 married couples (source Business Week, Jan. 28, 2003)
    • Women have some unique needs
    • Women live longer 79.8 years compared to males 74.4 years (Source: National Center for Health Statistics 2003).
    • Women may have some time out of the workforce because of child rearing or caring for a family member.
    • 90% of women will solely be responsible for their finances at some point in their lives (Source: Women in Philanthropy March 2003).
    • 75% of residents in long term care facilities are women (source: Journal of Financial Planning September 2000).
    • 85% of women wait to do financial planning until a crisis, such as death of a spouse or divorce (source: Making Change, Neale S. Godfrey).
September 5, 2010
©2007 Colette Frey-Bitzas, CFP®, MBA - CERTIFIED FINANCIAL PLANNERTM professional MBA - Melville, New York 11747
Certified Financial Planner Board of Standards Inc., owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the CFP (with flame logo) in the U.S.A.