Who We Are

Howard Materetsky


Howard@Materetsky.com

Howard entered the financial services profession in the late 1970`s. Since then he has seen many different markets and has developed a specialty working with retirees and those about to retire. He has taught adult education in New York, at BriarcliffCollege and HofstraUniversity and in Floridaat the University of Miami and Florida International University’s Elder Institute. The focus of these classes was to show a pre and post retiree how to help lower the overall risk of their assets, how to help avoid common mistakes and how to potentially increase their income in retirement. In 1987 he started his own firm, Integrated Financial Services, in Uniondale, New York, which specializes in "Retirement Management". Retirement Management deals with the financial and non-financial concerns of retirees. This allows Howard to use his experience and expertise to help guide seniors in their investment planning, insurance planning and life planning.

In 1995 his son Ira joined him. In 1996 Ira started Integrated Financial Designs, Inc. in Southern Florida which holds monthly workshops in Boynton Beachen titled "Seven Mistakes Retirees Make That Ruin Their Finances and Help To Avoid Them". This same workshop is held periodically in New York, in the Long Island area.

Separately, Howard is registered to offer securities. He is also licensed to sell insurance products. He is a  member of the Financial Planning Association and a member of the Financial Services Institute. Howard is also listed in the Foxington "Who’s Who for Executives and Professionals" as well as the 2002-2003 American’s Registry of Outstanding Professionals*. In 2005 Integrated Financial Services and Integrated Financial Designs, Inc merged into Materetsky Financial Group, Inc.

The Materetsky Financial Group is a member of the Better Business Bureau.

Howard shares his dual residency with his wife Rolene, spending half their time in New Yorkand the other half in Florida. This allows Howard to accommodate his clients in both states. One son, Ira, is his partner and his other son Steven is a pediatrician in New Jersey. Howard has three grandchildren, Michael, Olivia and Sam.

 * Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation                          

Ira Materetsky, CFP® 

Ira@Materetsky.com

In 1996, after working with his father, Howard, who had a retirement management practice in New York Ira moved to Florida and established Integrated Financial Designs, Inc.

Ira is a CERTIFIED FINANCIAL PLANNER™ professional and educator in the South Florida area. He has presented retirement seminars held at the Universityof Miami and Florida International University Elder Institute. In 2005 Integrated Financial Services and Integrated Financial Designs, Inc merged into Materetsky Financial Group, Inc.

Materetsky Financial Group is a member of the Better Business Bureau of Palm Beach County and holds monthly workshops in Boynton Beach, Florida. The topic is "Seven Mistakes Retirees Make That Ruin Their Finances and Help to Avoid Them". Ira`s practice focuses on "Retirement Management" which deals with both the financial and non-financial concerns of retirees. This allows him to use his expertise in investment and insurance planning for seniors.

Ira is a registered securities principal and holds appropriate securities and insurance licenses. Ira is a CERTIFIED FINANCIAL PLANNER™ professional, and his associations include The American Association for Long Term Care Insurance, The Financial Services Institute and  The Financial Planning Association, and he is a lifetime member of the American Registry of Outstanding Professionals.*

Ira is a little league coach in the Lake Wortharea and resides in South Floridawith his wife, Starr and their son, Michael.

 

                                    

Mark Furman

Mark@Materetsky.com

Mark Furman started in the financial services business in the late 1980`s.

With his background in economics and finance he developed a specialization in investment and risk planning for seniors and is a specialist in the area of long term care planning.

Concentrating his practice in the area of Retirement Management, which is the financial and non-financial concerns of retirees, he is an industry educator, and among others has taught continuing education to major accounting firms such as Albrecht, Viggiano and Zureck, CPA`S, LLP on Long Island and Lazar, Levine & Co. LLP in New York City. He has also lectured to the elder law chapters of the Nassauand Suffolk County Bar Associations on the subject of Long Term Care Planning and Medicaid planning. In 2000 Mark joined Howard and Ira Materetsky and merged his investment planning practice to increase the resources available to him in his practice of Retirement Management.

Separately, Mark holds appropriate securities registrations. He is a member of the Financial Planning Association and the Financial Services Institute and  is  listed in the 2006-2007 edition of America's Registry of Outstanding Professionals.* He also holds a position on the Curriculum Advisory Board of the Plainview-Old Bethpage school district.

Mark currently resides on Long Islandwith his wife Sheryl. They have two adult children, Melissa, an Elementary School Teacher, and Michael, an ASE Certified Auto Technician.

 *Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation

 

            

Gary S. Haft, CEP

Gary@Materetsky.com

 

Gary Haft began his career in the Insurance Business in Florida in 1980 and specializes in working with Retirees. He specializes in Long Term Care Planning and Medicare and works with clients on their Retirement Planning, Estate Planning and Investment Strategies.
 
Gary is a member of the National Assn of Insurance  & Financial Advisors along with the Florida Assn of Insurance & Financial Advisors, and has been on the Board of Directors of the local, Sawgrass Association of Insurance and Financial Advisors in Broward County since 1992 and most recently, the Treasurer. 
 
In early 2003, Gary joined Howard and Ira Materetsky to improve the resources available to him in his practice of Retirement Management.
 
Gary holds life and health insurance licenses and separately, appropriate securities registrations. His designations include Certified Estate Planner (CEP) and he is a member of  the American Academy of Certified Estate Planners (AACEP), and the Association of Health Insurance Advisors (AHIA)
 
Gary has been a South Florida resident since 1973 and currently lives in Coral Springs with his wife Mindy and their son Jason.
                        
*America’s Registryof Outstanding Professionals showcases thousands of professional men and women in all academic areas and professions. Members are invited to join the Registry based on their lifetime of accomplishments and are interviewed by the Registry's staff to determine whether acceptance will be granted.    
  
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