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 Avantax Investment ServicesSM and Avantax Advisory ServicesSM