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.
Helpful Content
Rightsizing for Retirement
What does your home really cost?
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Social Security: The 64,000 Dollar Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Are You at Peak Financial Fitness?
Physical fitness and financial fitness are inextricably linked, says financial advisor Pamela Gilmour. Ignore your health or your wealth, and it can catch up to you.
Supplementing Retirement Income with Whole Life
Whole Life insurance can add to your retirement income and allow you to live confidently.
Financial Empowerment for Women
Flex your financial superpowers.
Bank on Your Good Health
Chronic illness could interrupt your ability to earn a living. Tips on how to lower your risk and protect your lifestyle.
Insurance Options for Business Succession Planning
Business owners with the desire to see their businesses continue after they are no longer involved need to plan quite carefully.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
When the Unexpected Becomes Reality
Disability happens to more people, more often than you may think, and it lasts longer, too.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.