Broker Check


Michael Sciortino, Jr., CPA
1070-B W Causeway Approach
Mandeville, LA 70471
(985) 630-6108


Services

By addressing the 8 Wealth Management Issues and integrating them with Tax Planning, we are able to provide the following services: 

Investment Management* 

  • Portfolio Review
  • Asset Allocation
  • Brokerage Accounts
  • Variable Annuities

Cash Flow & Debt Management

  • Household Budgeting
  • Debt Analysis (Home Mortgage, Credit Card Debt, Auto Loans, Personal Loans)

Family Risk Management

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance

Retirement Planning*  

  • Traditional IRA
  • Roth IRA
  • 401 (k) Planning
  • 403 (b) Planning
  • Retirement Plans

Education Planning

  • 529 College Savings Plans*
  • UTMA Custodial Accounts*
  • Special Needs Planning

Business Planning

  • Ownership Structure
  • Succession Planning
  • Retirement Plans (401k, Simple IRA, SEP IRA, Individual 401k)* 
  • Cash Flow Management

Estate Planning

  • Wealth Distribution Planning
  • Will & Trust Planning
  • Charitable Giving
  • Asset Titling

Special Situations Planning

  • Life Event Planning (Marriage, Divorce, Inheritance)
  • Special Purchases

Tax Planning 

  • Individual Tax Preparation and Planning (1040)
  • Small BusinessT ax Preparation and Planning (1065 & 1120-S)

*These services are offered by Michael Sciortino through his affiliation with HD Vest