John Pratti, Crc, Cmfc, Cltc Email & Phone Number

I help provide financial solutions in the following areas:• Retirement planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Helping you manage your assets before and during retirement.• Tax Advantage Products - Looking for ways to reduce your current and future tax burden. • Estate planning - Preserving your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors. • Risk management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation. • Education funding - Recommending investment and accumulation strategies to help you pay for your children's education. • Investments - Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals. • Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.

Listed skills include Retirement Planning, Succession Planning, Estate Planning, Investment Strategies, and 1 others.