Objectives
Ms. Pontarelli's goal is to provide you with a personalized, confidential, four-step approach:
- Consultation
- Analysis
- Solutions
- Monitoring & Review
Her team focuses in specific areas to help you accomplish your financial objectives:
- Increase your net worth
- Investing
- Reducing the amount of taxes you pay*
- Funding education and other goals
- Planning for your retirement
- Using insurance effectively
- Providing for a smooth distribution of your estate
She helps her business clients:
- Maximize their personal benefits
- Provide tools to recruit and retain employees
- Protect their business against the loss of key employees
- Create ownership succession strategies