1070-B West Causeway Approach,
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
By addressing the 8 Wealth Management Issues and integrating them with Tax Planning, we are able to provide the following services:
Debt Analysis (Home Mortgage, Credit Card Debt, Auto Loans, Personal Loans)
Disability Income Insurance
Long Term Care Insurance
401 (k) Planning
403 (b) Planning
529 College Savings Plans*
UTMA Custodial Accounts*
Special Needs Planning
Retirement Plans (401k, Simple IRA, SEP IRA, Individual 401k)*
Cash Flow Management
Wealth Distribution Planning
Will & Trust Planning
Life Event Planning (Marriage, Divorce, Inheritance)
Individual Tax Preparation and Planning (1040)
Small Business Tax Preparation and Planning (1065 & 1120-S)
*These services are offered by Michael Sciortino through his affiliation with Cambridge Investment Research, Inc.
email@example.com | (985) 630-6108