Services

Tony Fazio, CFP® offers his clients the following services

  • Fee-Based Money Management Accounts

  • IRA Rollover Strategies

  • Pre and Post Retirement Strategies

  • Educational and Goal Funding Strategies

  • Tax Planning and Tax Reduction Strategies

  • Risk Planning (Life, Disability, Long-Term Care and Liability Insurance)

  • Estate Planning (wills, trusts, etc.)

  • Asset Protection (From Bankruptcy and liability attacks)

  • Charitable Giving Strategies

  • Business Planning for Small Businesses

  • Business and Asset Transfer Strategies

  • Divorce Settlement Valuations and Strategies
: