Financial Planning
Achieving milestones like homeownership, funding your children's education, or enjoying a worry-free retirement requires a vital tool: a comprehensive financial plan. More than just saving, budgeting, and investing, a robust plan delves into various aspects of your financial landscape, encompassing insurance planning, tax planning, retirement planning, estate planning, and more.
Recognizing the significance of financial planning in aligning with your short, intermediate, and long-term financial goals empowers you to take charge of your financial future effectively.
Our Approach To Financial Planning
- Discovering You: Our process commences with a consultative discovery meeting tailored to understand you and your goals better. It's an opportunity for you to gain insights into our services and determine if we are the right fit for your needs.
- Strategy Planning: Once we've gained insights into your identity, we embark on crafting your personalized plan. Utilizing our strategy-building process, we develop a set of personalized plans for the short, intermediate, and long-term, aligning with your overarching financial strategy. Employing a consultative and iterative approach, each session brings us closer to achieving the financial objectives we set together.
- Implementation: Whether it involves making prudent investment decisions, selecting the ideal insurance plan for you and your family, saving to reach your retirement goals, or establishing an estate plan that preserves your legacy, our financial professionals stand by your side at every step. With foresight, encouragement, and professionalism, we ensure the seamless implementation of each facet of your plan.
- Review and Support: We celebrate each successful implementation of your financial plan and provide ongoing support to keep you on track toward your objectives. Through periodic plan reviews, we collaborate with you to make necessary modifications to your strategies and plans.
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Ready to get started?
Contact us to book an initial consultation with one of our financial professionals to create your personalized financial plan.
Contact Us
Let's Work Together!
CONTACT ME AND LET"S SCHEDULE A CHAT.
Smeraldo Financial
Office: (727) 738-4015 Mobile: (727) 410-1369 Fax: (866) 931-0175 Email: lynn@smeraldofinancialservices.com
Legal Notice
Disclaimer: Financial Information
The content on this website serves general informational purposes and is not financial advice. We do not guarantee the completeness, accuracy, or reliability of the information and disclaim all responsibility for any reliance placed on it. Links to third-party content are provided for convenience, and we do not endorse or guarantee their accuracy.
Investing involves risk, and past performance is not indicative of future results. Seek advice from a qualified financial advisor before making investment decisions. This website does not provide tax, legal, or accounting advice; consult professionals for such matters.
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Last updated: 21 December 2023
Securities and Investment Advisory Services are offered through Innovation Partners, LLC (IPLLC). Member of FINRA/SIPC. IPLLC is a Registered Investment Advisory Firm with the SEC under the Investment Advisers Act of 1940, and a registered Broker Dealer. Lynn Smeraldo is a Registered Representative and Investment Advisor Representative of Innovation Partners, LLC. Check the background of this investment professional on FINRA’s BrokerCheck. This communication is strictly intended for individuals residing in the states of NC, AL, PA, FL, CA. No offers may be made or accepted from any resident outside the specific states referenced. Smeraldo Financial and Innovation Partners LLC are not affiliated entities.