Financial Planning Services

   In the past, there's been a fine line between Financial Advisor and Financial Salesman. Would they recommend what's in your best interest or the best interest of the firms they represent? Would they advise you as to the tax consequences of their recommendations?

   We decided to build a financial planning business based on knowledge, experience and trust. Our business is fashioned under the firm belief that effective financial planning cannot be done without effective tax planning. At Barlotta & Associates, these two services are interwoven. More often than not, this coordination is ignored by both the financial planner and accountant. But it's a fact, that every recommendation in a financial plan has a tax implication.

   As financial advisors with an affiliation with an independent financial services firm, we are free to advise you without any corporate constraints, sales quotas, or management pressure. We can organize your investments, pension and retirement plans, annuities and insurance policies to help you focus on your objective; financial security.

   In line with our firm's philosophy, we believe the most important step in the financial planning process is listening closely to what you have to say. Based on our conversations with you, we devise strategies that target meeting your short and long-term financial goals. We can analyze your investments, looking specifically at diversification, total return and risk, and recommend changes to your portfolio. We can also review insurance policies, pension plans and retirement accounts. And, as your financial needs change over time, we can modify your plan to better meet your new financial priorities. Our aim is to help you maximize and protect your long-term assets and minimize your taxes for retirement and estate planning.

   As your financial advisor, we are committed to giving you independent, unbiased, no-strings attached advice.

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