Charles Schwab Independent Advisor How I can help you:==> For high net worth families, I help build personalized tax-free municipal bond portfolios to address your income and wealth preservation needs. I have over 20 years of municipal bond experience. This is accomplished via individual muni bonds. If you have a million or more to invest, call me at 516-415-5222 for a confidential discussion. ==> CPAs, Small Business Owners, Professionals, and Consultants - I help create customized retirement plans designed to save on taxes while building retirement savings. Strategies to maximize retirement contributions while minimizing W2 income and FICA for small business or sole owners. I have been published by The CPA Journal and Accounting Today on this subject. If you need additional deductions to offset large taxable income, the SECURE Act made major changes that may benefit you or your clients.==> For larger businesses with 401(k) plans, I will work with you to address such issues as fiduciary liability and excessive fees. I also review your current plan: expenses, hidden fees, employee participation levels, terminated employees, employee education, and investment selections to make sure it follows recent Department of Labor guidelines.==> For those of you just getting started in the investing world, give me a shout. No one should be left out or have to deal with automated phone banks.Specialties: Tax Free Bonds | Fee-Based Investment & Wealth Management Solutions | Small Business Retirement Plans | Individual 401(k) | Defined Benefit Plans | IRA Rollovers | Corporate 401(k) Plans | Life Insurance........................................................Call or text me direct at 516.415.5222Ciao,Sal sfavarolo@heroldlantern.com
Listed skills include Helping You Manage The Plan, Financial Advisory, Pension Plans, Peace Of Mind, and 32 others.
