Secure your Financial future with Firrantello Financial
Tailored Financial Solutions for Business Owners and Families with Special Needs
- Trusted
- Experienced
- Professional
Services
What we do
At Firrantello Financial, we believe financial planning is more than just numbers. It’s about securing peace of mind for you and your loved ones. Whether you’re planning for a child with special needs, managing your business finances, or building long-term wealth, we provide personalized financial solutions that help you navigate life’s most important financial decisions.
01.
Special Needs Financial Planning
Planning for a loved one with special needs requires unique considerations. Firrantello Financial specializes in:
- Special Needs Trusts: Protecting your loved one’s financial future while preserving their eligibility for government benefits.
- Long-Term Care Planning: Ensuring that your loved one’s care is well-funded and managed, now and in the future.
02.
Services for Business Owners
As a business owner, it’s important to have a financial plan that addresses both your personal and professional goals. Our services include:
- 401k Management: We help you design, implement, and manage 401k plans for you and your employees, ensuring compliance and maximizing retirement benefits.
- Succession Planning: Guidance on transitioning your business smoothly to the next generation or leadership team.
- Tax Strategies for Business Owners: Developing strategies to minimize tax liabilities while building wealth for the future.
03.
Comprehensive Financial Planning
No matter where you are in your financial journey, we can provide customized strategies to protect and grow your wealth:
- Investment Management: Optimize your portfolio for growth and stability.
- Retirement Planning: Build a secure retirement with tailored strategies.
- Estate Planning: Ensure your assets are passed on according to your wishes.
- Tax Efficiency Strategies: Reduce your tax burden and keep more of what you earn.
- Insurance & Risk Management: Safeguard your family’s future against uncertainties.
Why Choose us
Why Work with Firrantello Financial?
At Firrantello Financial, we understand the unique challenges that come with planning for the future whether you’re caring for a loved one with special needs or running your own business. we offer specialized financial planning that addresses your distinct needs and goals.
We believe that every financial plan should be as unique as the individual or business it serves. Our goal is to give you peace of mind by creating a personalized strategy that adapts to your circumstances and provides long-term security.
Experienced Advisor
Years of expertise in financial planning and wealth management.
Personalized Strategies
Every plan is tailored to your unique needs and goals.
Comprehensive Approach
We take a holistic view of your finances to maximize growth and security.
Trust & Credentials
Our Commitment to You:
As a fiduciary, we are committed to acting in your best interest at all times. Whether it’s planning for a loved one with special needs or helping you manage your business’s 401k plan, you can trust that we’re here to help you achieve your goals.
Privacy & Security
Your Privacy Matters:
Your financial information is secure with us. We use advanced encryption and security measures to protect your data and ensure that your personal and financial details are always kept confidential.
Common Questions
Frequently Asked Questions
What is a special needs trust, and how can it help my family?
A special needs trust allows you to set aside funds for your loved one with special needs without affecting their eligibility for government benefits like Medicaid and SSI.
How do you manage 401k plans for businesses?
We help you create and manage a 401k plan that aligns with your business goals and supports your employees’ retirement security. We also handle compliance and contribution strategies to maximize tax benefits.
When should I start planning for my child with special needs?
It’s never too early to start planning. The earlier you begin, the more time you have to ensure their long-term financial security.
How much does it cost to work with a financial planner for special needs or business planning?
We offer a range of services, and the cost depends on your specific needs. Schedule a free consultation to discuss your options.
