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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.

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