Fee Only Investment Advisory & Portfolio Management

Fee Only Financial Planning

Tax Planning & Preparation



A brief overview of Financial Planning

Financial Planning is a process that starts with examining your current financial situation. This initial step entails gathering all your financial information and compiling it into a report that groups your assets, liabilities and net worth.  From this starting point, you can begin the process of analyzing and developing a plan to improve your finances and prepare for your retirement.  There are many aspects to financial planning. Such as: Investments, Taxes, Retirement, Insurance and Estate Planning. All of these pieces fit together to form a comprehensive picture of where you are today and how you will reach your goals. Keeping clients goals at the forefront and helping them understand how they can reduce their taxes and get the most from their investments is the firm's mission.













©Annette Di Bello Kelly CPA CFP PC