OUR SIMPLE MESSAGE

We think that sometimes the little things that save money add up.  My Grandfather, who was a wonderful influence on my life, always told me pennies make dollars and that is true in financial management.  Whether it is a Roth IRA conversion, employing your children, reviewing beneficiary forms for opportunities to stretch out tax deferrals to future generations, we try to uncover all of your opportunities.  Too many items to mention.

Since we are not a publically traded company we don’t have to earn 35% for our shareholders nor are we “encouraged” to refer to other bank products which might not be the best for the client, we can offer the straight forward independent advice. We would stack up the credentials of our team with anyone in the business, however, we believe our true strength lies in the passion and deduction of providing sophisticated solutions to our clients.  

Finally, after all these years I have learned what is important to me may not be important to you.  So I have learned that my idea may not always be “your” best idea.  The best thing we can do is explain options, pros and cons with everything and allow you to make the best decision after clearly knowing all the consequences.  

We simply want to do a great job for you.  Whether it be your business 401k or financial wellness plan, helping you with your estate plan or solving a complex income tax issue – we are people pleasures and derive no greater benefit than a happy client.  We operate in a “fiduciary” environment.  We believe that operating on that principal is of utmost importance.  As always, if you have any questions or need additional information please feel free to contact us at any time.

Sincerely,

Joseph J. DePascale, Managing Partner

CPA, CFP®, AIFA®, CMFS, PPC™, NSSA, CBC®, CPA/PFS