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Tune in to John Chiappetta and Gerdo Germinaro as they discuss topics pertinent to your personal and business wants, needs, and concerns.

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Financial Security is Our Business

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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An independent financial services firm founded in 1992, specializing in family financial planning and business investment management.

Buying a Vacation Home? 5 Questions to Consider First

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
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How the SECURE Act 2.0 Changed RMDs

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
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What Can You Buy With 529 Distributions?

What Can You Buy With 529 Distributions?

This article can be a helpful guide when beginning to prepare for education expenses.
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