Financial Planning, Life, Health and Mortgages
I take the time to understand my clients' issues, challenges, goals and dreams. With all of that input, I develop comprehensive financial strategies to help my clients meet their goals. When necessary, I utilize paid-for, third-party research and planning tools in a wide range of financial and protection disciplines to help determine the right course of action. I also collaborate with my client's legal and tax advisors to help assure we are taking a comprehensive approach to their wealth management and legacy planning needs.
Principal, Padovani Asset Management