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Financial Independence Through Strategic Planning
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Comprehensive wealth management solutions |
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Integrated income and estate tax minimization strategies |
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Highly personalized service designed to your unique goals and objectives |
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Areas of Focus: Wealth management; investment strategies, retirement income planning, income and estate tax planning |
We are much more than just financial planners. We are also Certified Public Accountants uniquely positioned to provide you with the necessary strategies to help you develop a successful, individualized financial plan. By working closely together, we help you navigate through the maze of investment choices and all of its associated tax implications. Our purpose is to create strategies that will coincide with your financial goals and your risk profile. We regularly monitor your portfolio to help keep your plan on track.
We provide quarterly economic updates to help you understand the current investment landscape and we watch the markets daily to be in a position to make necessary investment changes. Our goal, along with yours, is to create the financial independence necessary for you and your family. Our business is built on our strong personal relationships based on trust and integrity and we welcome the opportunity to discuss your financial future. Call us for a complimentary consultation.
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Areas of Focus
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Securities and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC. Advisory services offered through CPC Financial Planning, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc. Tax and accounting services offered by Clairmont, Paciello & Co., P.C. independent of Royal Alliance Associates, Inc., and is not registered as a broker dealer or investment advisor. Third-party recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any on client’s evaluation.
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 120,500 consumers) and registered financial services representatives (over 9,000 financial services professionals) to evaluate the approximately 20,500 wealth managers in the Philadelphia area (includes the state of Pennsylvania; Camden, Burlington, and Gloucester counties in the state of New Jersey; and New Castle County in the state of Delaware). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Philadelphia area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Philadelphia magazine.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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