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Retirement Planning
As financial advisors, we assist in retirement planning by evaluating your financial status and future needs to create a tailored savings and investment strategy. Our focus includes diversifying investments, optimizing asset allocation, and ensuring tax efficiency. We guide you in managing risks and estate planning to secure a sustainable and comfortable retirement, helping you make informed decisions to preserve and grow your wealth.
Portfolio Management
In portfolio management, we meticulously analyze your financial objectives and risk tolerance to build a customized investment portfolio. Our approach includes continuous monitoring and rebalancing of assets to align with market dynamics and your evolving financial goals. We prioritize diversification across various asset classes to mitigate risks and enhance potential returns. Additionally, we offer insights on emerging investment opportunities and strategies to maximize growth, ensuring your portfolio remains robust and well-positioned for long-term financial success.
Charitable Gift Planning
Charitable giving can be a valuable component of financial planning. It offers potential tax benefits. By donating to qualified charitable organizations, individuals can generally claim deductions on their income tax returns, reducing their taxable income. This can be especially beneficial for those in higher tax brackets. Additionally, charitable giving can be an effective estate planning tool. By allocating assets to charities, individuals can help reduce the size of their taxable estate, potentially lowering estate taxes. Lastly, charitable giving can involve family in the financial planning process, supporting causes they care about.
Disclosure: Advisory Services Network, LLC does not provide tax advice. Federal and state laws are complex and constantly changing. You should always consult your own legal or tax professional for information concerning your individual situation.
College Savings Planning
We offer guidance on diverse savings options tailored to your needs, including vehicles like tax-advantaged education plans and accounts with a wide range of investment choices. We also assist in finding a balance between saving for education and other financial priorities, such as retirement planning, to safeguard your overall financial well-being. Our aim is to craft a flexible and efficient strategy that maximizes savings while minimizing financial strain, ensuring a seamless journey towards funding education.
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Advisory Services offered through Paro Wealth Management, a Member of Advisory Services Network, LLC.
eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC.
Fidelity Investments®(Fidelity) is an independent company unaffiliated with Paro Wealth Management. There is no form of legal partnership or affiliation between Fidelity and the other third parties listed nor is such a relationship created or implied by the information herein. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1126908.1.0
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