Financial Planning
16 Things you may want to know about
your personal finances
Get addicted to saving
before it's too late
Collecting Social Security? How much can I earn?
If you were taking a trip to some part of the country or world
with which you were not familiar, you would spend time to plan
your trip. If you wanted to see all the important sights on
a vacation you would take the time to plan your visit. The same
holds true for accomplishing your financial goals and objectives.
You must spend the time to develop a financial plan. But as
important, you must maintain the discipline to stay with and
modify the plan as required. As CPA Personal Financial Specialists
we are uniquely qualified to assist you in attaining your financial
goals. We provide trusted, objective and competent advice. Our
professional training is in providing multi-disciplinary planning
assistance to our clients and who other than CPA’s are
better suited to bring discipline to the planning process. We
can help you identify your financial goals and work with you
to develop and monitor a plan to reach those goals.
Anthony V. Ricci CPA, provides a wide range of personal financial
planning services. Our expertise and experience can help you:
- Identify your financial goals
- Manage cash flow
- Review your insurance needs
- Build education funds
- Minimize income tax liability
- Maximize retirement savings
- Plan for retirement distributions
- Plan for the succession of your business
- Develop an estate plan
- Create an investment strategy
- Develop an asset allocation
- Monitor your investment performance
- Plan for elder care or other special needs
Once you have decided to move forward, we will have an initial
meeting to discuss what you want to accomplish from the planning
process and define the scope of the services we will be providing
to develop your individualized financial plan. The plan can
consist of a comprehensive plan that will address all of the
above areas or a segmented plan that will focus on specific
areas tailored to meet your needs. Our approach is not a one
size fits all approach. Each financial plan is developed to
meet your individual needs and is accompanied by a listing of
action steps so that the plan will be accomplished.
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