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
*The financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals.
