Financial Services

Why You Want to Hire a Financial Advisor

With changing economic conditions and market swings, we advocate investing sensibly over the long term and maintaining an adequate level of principal protection through various insurance products. Jim Cipriotti will work side by side with you every step of the way for added confidence and comfort.

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Retirement Planning

We believe retirement plans are for everyone. Our job is to help you create a strategy for potential lifetime income throughout retirement that incorporates insurance vehicles, dividends, and fixed-income investments to create opportunities for long-term growth potential.

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Investment Management

Building and growing wealth is a key part of retirement. We provide a thorough risk analysis, discover your risk tolerance, and adjust your portfolio to match your retirement goals.

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IRA & 401(k) Rollovers, & Conversions

When it comes to your retirement accounts, your options include taking the money and cashing it out, transferring it to another plan, or rolling it over into an IRA. Our job is to help you plan and execute the best option based on what you choose, potentially allowing your money to grow tax-deferred while also providing you with more customizable investment options.

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Long-Term Care

As more and more baby boomers approach and experience their 60s, outliving income may become less of a concern, while maintaining good health becomes their priority. We can help you navigate the complex world of long-term care and what to consider before opting into Medicaid. Planning for these potential expenses on the front end can save you from paying for it later.

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Life Insurance

Planning for retirement isn’t complete without adequate life insurance coverage. The goal is to find the right life insurance product for your situation that can help protect your loved ones and help create income in retirement.

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Tax Planning

Have you considered how taxes could impact the retirement income you’ve worked hard to save? We can discuss how investing in or purchasing a tax-deferred vehicle could defer income taxes, giving you the potential to earn interest at a faster rate, while, on the other hand, tax-exempt accounts like a Roth IRA can provide future tax benefits because withdrawals at retirement aren’t subject to taxes.

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Estate & Legacy Planning

The goal of estate planning is to help you ensure the wishes you have for your assets are met. The concept of estate planning is a simple one, the vehicles, planning, and implementation process can be quite complex. We can walk you through the process to help provide added peace of mind.

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To schedule a time to discuss your retirement future and help work toward the retirement of your dreams,

contact us at 610-727-1727 or fill out the form below.

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