Retirement Planning

securing the future

 

Commitment to Service
If you are expecting fully coordinated financial planning, you should consider the resources your advisory team provides. We serve a select group of clients with a team of 6 people. We believe there is no other financial advisory firm that commits the same level of resources as we do, to ensuring that your needs are met.

Our Concept
We are committed to providing the highest level of integrated financial advice for our clients on a "carry the ball" basis. Pellegrini Financial ensures that your cash flow, tax, estate and investment issues are well coordinated on an ongoing basis. The benefit to you is having all of your professional advisors "plugged in" to your issues as they evolve.

Investment Planning
Most people equate "investment planning" to the management of the "growth" portion of their assets, that is, those that are expected to provide for their future needs. In fact, it must encompass all of ones assets. At Pellegrini Financial we focus on three sections of an investment plan:

 

  1. Liquidity
  2. Cash Flow
  3. Growth