WHO DO WE SERVE?
We serve clients with a combined investable assets of $100,000 or more. We have negotiated agreements to service any size account and our trading cost is the lowest in the industry. We, as well as our CPA firm, are also a great partner for Mid-Sized Businesses with questions on tax issues, employee benefits, accounting/part time controller services, HR consulting and even payroll services and typically with combined services can save over 20% from current costs.
Simply put: Anyone in need of financial assistance.
Thats the meaning of Total Financial Management.
High Net Worth Individual with Investable Assets of at least $100,000; can effectively and efficiently manage smaller accounts of other family members, retirement accounts, etc.
Business Owners looking for great tax advice and solutions to help effectively manage their day to day life
Retirement Plans (401k, Profit Sharing, Cash Balance, etc.) looking for effective plan design, evaluation of fiduciary services, analysis/consulting of existing platforms, development of a prudent process
Family Wealth Management – review of strategies for children, future heirs, beneficiaries, charitable foundation creation, estate planning review.
Traditional Individual and Business Accounting and Tax Preparation through our CPA Firm, Joseph J. DePascale, CPA, CFP®, AIFA®, CMFS & Associates, LLC
Simply: Anything Financial….Total Financial Management.