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.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn how to harness the power of compound interest for your investments.
Imagine your ideal post-pandemic retirement with this animated video.
What is your plan for health care during retirement?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.