Life goes more smoothly with a plan. This is especially true when it comes to finances. At Tranquilli Financial Advisor, it is our privilege to guide our clients through life’s financial question marks so they can feel confident and prepared for whatever comes their way.

Over the course of my 20-plus years as an advisor, I am proud to have developed an expertise in working alongside women. It is a skill that developed naturally: more than ever before, women are the decision makers when it comes to their own futures and that of their families. With so many women encountering pivotal transitions, such as career shifts, divorce, or assuming the role of caregiver for a parent, nothing is more important than having a plan. All of these situations have financial implications, and it is vital to form an approach that allows you to feel confident and secure in your future.

To create that plan, you want to partner with a professional who has experience with financial markets, an interest in learning about your specific goals, and a strong sense of empathy and understanding of life’s transitions. It is this type of approach that can turn a complex financial situation into a livable plan.

It is my belief that a client’s trust must be earned every day. My team and I work hard to do just that.

Retirees

Whether you are planning your retirement or already enjoying it, financial security is a high priority. Let’s review your circumstances and talk about adjustments you can make to ensure that you have the resources you need for the years ahead.

Life Transitions

Divorce, career shifts, illness, the death of a loved one…these are some of the most trying circumstances we can face throughout life, and these are the times clients deserve respect, advice and experience.

Family Steward

With an active family schedule and a full plate of obligations, it is not always easy to keep financial goals at the forefront. You want to feel confident that your future is secure, but you don’t want to spend a lot of time working out the details. Tranquilli Financial Advisor can help you analyze your big picture and create a strategy that factors in all of your goals: family vacations, children’s college, weddings, retirement, and more.

College → Career

The beginning of your career is an exciting time brimming with potential. Even though retirement seems far away, this is the best point to begin investing, especially if your company offers a 401k. With time on your side, comfortable amounts of contributions now will add up to a healthy retirement account later.

Schedule A Consultation

Whether you are interested in designing a complete financial plan or have questions about specific investments, contact us using the form below. Let’s meet and build your plan together.

Please check the areas you would like to discuss, and we will reach out to you to schedule a consultation.

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Personal Planning

Balance Your Life
 Investments, Cash, Retirement Women in Transition, Divorce, Widow Blended Family Planning
 Women Business Owner, Buy/Sell College Planning Charitable Giving


Estate Planning (Advisory Referrals Available)

Keeping Family Connected
 Wills Living Trusts Family Trusts Charitable Trusts Same Sex Couple Planning Asset Protection


tranquilli-house-2017

Set Up Qualified Plans

Securing Your Future
 SEPs 401(k)s Individual K Plan Minimum Distribution IRAs/TSAs Maximum Contribution


Insurance

For Those You Care For
 Life Health Medicare Long Term Care


Additional Value-Added Services

Creating Quality Relationships
 Prepare A Financial Plan Explain A Financial Plan Help Implement A Financial Plan

 Review And Analyze Your Financial Position Prepare Asset Allocation Facilitate Movement On Assets Process Transactions

 Review Statements Actively Manage Assets Generational Family Investing Providing Ongoing Financial Education

 Consult With Your Employer Regarding Benefits Consult With Your Attorney, Tax Preparer And Insurance Agent


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