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We Start With Your F.R.I.D.A.Y.™


What’s Important to You

Then Find Your Best F.I.T.


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FROM AtwoB


Our Process

Experience Today, Prepare for Tomorrow


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Why We're Different

Our Mission is To Promote Happiness by Aligning Your Money with what You Value Most.  The AtwoB experience is different because it’s:

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Empowered-By-You

You tell us what’s most important (we call it your F.R.I.D.A.Y.™), and we’ll help you align your money with exactly that.

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Coordinated-By-Us

We find your best F.I.T. (financial planning, investments, taxes) by providing a truly integrated-approach to managing your big picture.

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Dynamically-Adjusted

Life isn’t “set it and forget it.”  So neither is your financial, investment and tax plan.

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Unbiased

When you work with us, you’re the boss, and that’s the way it should be.

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What We Do

We provide coordinated and empowering financial, investment and tax solutions, dynamically-adjusted to your evolving life.

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Does My Portfolio Fit Me?


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How We Do It

We’ve developed an integrated planning and investment experience to help you enjoy the journey from where you are today to where you want to go.

 

Our Process

Act.  Build.  Balance.  Be.

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Investment Philosophy

Control the Controllable

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Portfolio Construction

Finding the Right Investment Trail for You

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Our Team

Learn more about our amazing team of professionals.

Todd Rebori, CFA ®

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Todd Rebori, CFA ®

Todd was previously the Chief Investment Officer at Clarfeld in Tarrytown, NY.  At Clarfeld, Todd was responsible for setting the firm’s overall investment policy and portfolio strategy, conducting asset class and manager research, and broadly communicating the firm’s investment outlook to the firm’s high net worth client base.  Prior to joining Clarfeld in 2008, Todd spent six years (2002-2008) at Brown Brothers Harriman as a fixed income portfolio manager and product manager where he was responsible for managing portfolios for large institutions and positioning the firm’s multiple fixed income offerings in a competitive institutional marketplace.  Todd is a CFA® Charterholder and earned a BBA in Finance from the University of Notre Dame.

Todd enjoys spending time with his wife Emily, their two boys, Will and A.J, and their daughter Bea.  Todd also enjoys reading, swimming, watching/playing sports and cooking.

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Michael A. Tom, CFA ®, CFP ®

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Michael A. Tom, CFA ®, CFP ®

Michael is a Principal providing comprehensive financial planning, wealth management and tax preparation services.

Prior to joining the firm, Michael was the Manager of Investment Services and Investment Counselor at The Colony Group, a nationally ranked Family Office according to Barron’s. Prior to The Colony Group, Michael worked at Clarfeld Financial Advisors, a nationally ranked Family Office according to Barron’s. Michael spent 14 years at Clarfeld where he started as a Tax Preparer/Financial Planner and advanced to the Director of Portfolio Management. In this capacity, he was responsible for the monitoring, construction, and implementation of client portfolios. In addition, he was responsible for investment research and due diligence and also served on the firm's Investment Policy Committee.

Michael holds a Bachelor of Business Administration degree in Finance from Pace University and holds the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) designations.  Michael volunteers at the Greenburgh Nature Center where he serves as an executive board member and Treasurer.  In addition, Michael served on the advisory board for the Journal of Financial Planning, a leading publication within the financial planning field.  Outside of AtwoB, he enjoys traveling and playing sports and spending time with his friends, family and dogs.

  

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Our Blog

Learn more about the financial industry.

Latest Blog Posts

Minecraft and Financial Planning

Submitted by AtwoB (Point B Planning, LLC) on April 1st, 2016

My sons are obsessed with Minecraft.  If you’re unfamiliar, Minecraft is a game where you can build almost anything out of pixelated blocks that look like they came out of the age of Atari.

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  • Financial planning
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Investing: Control the Controllable

Submitted by AtwoB (Point B Planning, LLC) on February 4th, 2016

After a difficult beginning to 2016, investors are re-awakening to the reality that risk still exists in the investment markets. Of course, it’s during these difficult periods where we are bombarded by panicky headlines, fear-mongering, market predictions, and all manner of talking heads giving us advice on what we should be doing next.

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  • Stock market
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Well-Invested

Submitted by AtwoB (Point B Planning, LLC) on January 20th, 2016

Being in the investment advisory business for awhile now, we get a lot of questions about what we think of the markets, especially around times like this. People always like to ask what we’re investing in. And it’s a very fair question given what we do. Investing can be exciting (or horrifying), despite the fact that the best way we know how to invest is actually quite boring.

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  • Financial planning
  • retirement
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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

AtwoB (Point B Planning, LLC)

Phone: 914.302.3233
Toll Free: 888.294.0827
Email: info@today2b.com

Located in Westchester, NY

4 Kings Grant Way
Waccabuc, NY
10597 United States

     

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There are no warranties implied.

Point B Planning, LLC d/b/a/ AtwoB (“RIA Firm”) is a registered investment adviser located in Waccabuc, NY. Point B Planning, LLC d/b/a/ AtwoB may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Point B Planning, LLC d/b/a/ AtwoB’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Point B Planning, LLC d/b/a/ AtwoB’s web site on the Internet should not be construed by any consumer and/or prospective client as Point B Planning, LLC d/b/a/ AtwoB’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Point B Planning, LLC d/b/a/ AtwoB with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Point B Planning, LLC d/b/a/ AtwoB, please contact the state securities regulators for those states in which Point B Planning, LLC d/b/a/ AtwoB maintains a registration filing. A copy of Point B Planning, LLC d/b/a/ AtwoB’s current written disclosure statement discussing Point B Planning, LLC d/b/a/ AtwoB’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Point B Planning, LLC d/b/a/ AtwoB upon written request. Point B Planning, LLC d/b/a/ AtwoB does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Point B Planning, LLC d/b/a/ AtwoB’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

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