We are dedicated to providing investment management, strategic wealth planning and logistical support to help our clients reach their goals. Simply put, we strive to be our client’s trusted financial advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to pursue long term investment results. Chris Randazzo attempts to do this with the highest levels of trust, integrity and respect while collaborating using a team approach. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Life insurance proceeds are generally tax-free. But not in all cases.
Five phases to changing unhealthy behaviors.
A quick look at how federal income taxes work.
Learn a little about worldwide currency in this fun infographic
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
You’ve made investments your whole life. Work with us to help make the most of them.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What if instead of buying that vacation home, you invested the money?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Pundits say a lot of things about the markets. Let's see if you can keep up.