At Roventini Financial Services, we have the skills and expertise to help guide and direct you through complicated financial decisions that affect your future.
When we work with our clients we take into consideration all of your needs including budgeting and saving, taxes, investments, insurance, retirement planning and estate and trust planning to give you a clear picture of how each financial decision you make affects your short and long-term life goals.
As a Registered Investment Advisor and CPA firm, we help you to see beyond your immediate financial concerns to achieve a long term vision for your future.
Our services include:
- Evaluating retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
- Evaluating insurances needs – life, health, disability
- Mutual funds and annuities
- Estate planning
- Retirement planning
- Asset protection
- Fee-based investing
- Business succession planning
- Employee benefit plans
- Trusts and charitable gifting
- Executive compensation plans
- Key employee retention plans
- Buy/sell agreements
- Trustee services
- Accountings for estates and guardianships
We take a consultative approach that allows us to fully understand your unique needs and concerns. This allows us to create a custom solution design to bring you peace of mind and financial security when you need it.
Email or call us today at 845-634-5400 and ask for Philip Roventini to discuss your financial needs.