Financial Planner
CurrentYour money should work as hard as you do, so we provide a structured process along with customized financial plans to address your specific and evolving needs. The number one financial worry is not having enough money to retire. Do you know how much you need? Is it allocated in the appropriate places? Do you know what assets to spend first? As a business owner, this transition is even more complex. Do you have a successor who is a competent leader? Will the business be able to fund your retirement? Is your income protected if you are unable to work? Is there a buy/sell in place and is it funded? We provide a comprehensive approach that includes business succession and continuity planning, generational planning and asset management programs. We will also address your needs for retirement planning, education funding and family protection strategies. By working closely with business owners, we can help them implement benefit packages and retirement programs to help them stay competitive. There is no charge for the initial consultation.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Investment advice offered through Integrated Financial Partners a registered investment advisor and separate entity from from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which I am registered to do business, please visit www.KevinPalmieri.com.
