The advice you need when you need it

Now more than ever we are bombarded with so much “noise” around our finances. Many people don’t know where to begin or who to trust. Making the right decisions, at the right times, matters.

Over the past 15 years I have helped my clients get financially organized and feel in control of their finances. My practice is focused on helping you prepare for and transition into retirement with confidence.

I specialize in making complex financial concepts easy to understand and providing you with the specific information relevant to your financial situation. This allows you to make financial decisions that resonate with you.

My process is simple and systematic, removing any guess work from next steps and action items. Step by step we help you build a budget, cash flow management, regular saving plans, annual tax minimization strategies, along with portfolio construction and management. Your personal financial plan incorporates all elements of your life (personal and corporate if applicable) to lay out an achievable path to your dream retirement. Annual net worth updates show us if we are on track and financial plans are adjusted as life changes. This is a guided process, which generates results on an annual basis and over time achieves your long term goals. Throughout this process we build trust and rapport with each other, and it’s this relationship which I find most rewarding.

If you would like to connect over a 15 minute introductory phone conversation, please email me at szollo@assante.com. I look forward to speaking with you!