Advising individuals on retirement planning, tax reduction strategies, and special needs financial planning

As a licensed Financial Consultant, I am dedicated to helping my clients build and secure their financial future.

My job is to treat each of my clients as an individual with their own needs and goals. I understand that it takes time and personal trust to put in place a sound financial plan. I am committed to providing the highest level of personal service and attention.

It is my job to get you on that boat watching the sunset.

One of my passions is working with families with children with special needs. I hold the Chartered Special Needs Consultant designation from the American College of Financial Planning. This designation was earned after rigourous training and education program that provided me the technical, collaborative, and quantitative skills necessary to help clients with special needs. I help them plan for the uncertain in a changing landscape. I stay active in the community by giving educational workshops to parents for the financial future of their special needs children. If I can provide peace of mind I know I have done my job.

I managed about 20 financial professionals with a combined over 100 years' experience who tailor custom financial models to suit individual client needs. We strive to teach clients not only how to grow their wealth but how to protect it as well from market volatility, taxes, inflation, etc. Our specialties include retirement planning and tax reduction strategies.

I received a designation as a Retirement Planning Specialist through advanced education at The Wharton School of Executive Education. Between my knowledge, experience, backing from my firm, and desire to make the world a better place, I feel confident we can help any person better their financial future. If you fail to plan, you plan to fail. Start today.

For more info check out Phillip Fiore on LinkedIn!