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We believe financial planning is built around an understanding of what is truly important to you. It’s not just about your financial goals; it’s about your life goals.  Below, we outline just some of the ways in which we work with you as you move closer to your vision for the future.

Partnership Support

  • Help provide confidence in financial matters, focusing on goals, priorities and direction
  • Advise you through reactive or emotional decisions which could negatively affect your financial situation
  • Support you through expected and unexpected changes in your life
  • Communicate frequently to establish your financial goals and chart a timeline for accomplishments
  • Help you evaluate the economic news to determine what you should and shouldn’t concern you

Financial Life Planning

  • Provide a thorough financial plan which will align your current activities with money to your future goals
  • Help manage current and projected cash flow, income and spending to drive investment decisions
  • Recommend the best distribution strategy for your employer retirement plan, pension plan and/or IRAs
  • Work with you to optimize strategies for Social Security benefit payments
  • Evaluate your insurance coverage and determine if additional protection is needed for you and loved ones
  • Assess your current estate plan, including a review of your beneficiary designations, wills, trusts and powers of attorney to establish a successful asset transfer strategy
  • Maximize philanthropic giving solutions to reduce taxes and achieve charitable obligations
  • Consult with your estate attorney to ensure all of your financial wishes are documented appropriately
  • Consult with your tax preparer to assist with potential tax savings strategies
  • Provide access to a secure, custom, family website with electronic document storage

Investment Management Guidance

  • As a fiduciary, I will act only in your best interest and as such commit to continuous due diligence of the investments I recommend        
  • Evaluate your appetite for market risk and potential loss resulting in a portfolio strategy designed around your comfort level
  • Analyze current investment diversification and if necessary, modify your strategy based on your risk assessment and planning needs
  • Design a personal investment policy statement, a document created to record our agreement in how your assets will be managed.
  • Deliver investment strategy options from Institutional money managers.

Additional Support

  • Offer guidance and support system to help you through the death of a loved one or through transitional phases in your life.
  • Review education planning and funding choices for your children and/or grandchildren
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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.

The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal advisor.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Securities offered through LPL Financial, member FINRA/SIPC.  Investment Advice offered through Mike Bonacorsi, LLC, a Registered Investment Advisor and separate entity from LPL Financial.

This communication is strictly intended for individuals residing in the state(s) of CA, DC, FL, GA, IN, ME, MA, NH, NJ, NM, NC, PA, VT and VA. No offers may be made or accepted from any resident outside the specific states referenced.

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