Wealth and Financial Planning Services
In addition to private and public companies, Bartolomei Pucciarelli serves the accounting needs and financial goals of high net worth individuals and their families. Our team members provide dedicated service, financial strategy and proactive advice, so you can actively manage your time and money most effectively.
Consistent with our wealth and financial planning services vision to "increase our clients financial net worth" we offer a complete platform of services. The most comprehensive and recommended service is a detailed financial plan that addresses all of the following areas:
- Retirement planning
- Education planning
- Insurance evaluations (Life, disability, etc.)
- Income Tax planning
- Estate Tax planning
- Planning for specific goals (vacation home, etc.)
- Current portfolio evaluations/review
We have assisted many clients who are approaching retirement with evaluating their future financial situation. We support them in determining the order in which retirement assets should be utilized as well as the tax implications of those decisions.