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How We Work

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:

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 Business Tax Preparation and Planning (1065 & 1120-S)

*These services are offered by Michael Sciortino through his affiliation with Cambridge Investment Research, Inc.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (985) 630-6108