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.
