Health & Fitness
Your Financial Future is happening right now!
Your Financial Future is happening right now let Casasanta & Associates, LLC can help you get started planning yours right now!
Here are just a few examples how a Financial Planner can help put your financial future in order.
- Set realistic financial and personal goals.
- Assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan.
- Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths.
- Put your plan into action and monitor its progress.
- Stay on track to meet changing goals, personal circumstances, stages of your life, products, markets and tax laws.
Casasanta & Associates, LLC would like to help you get started. You can contact our office directly at 860-436-9242 or visit our website at www.casasantacpa.com to see what other valuable services we can help you with.
Michael Casasanta, CPA, CFP®
Principal, Casasanta & Associates
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Casasanta & Associates, LLC
39 East Cedar Street, Suite 8
Newington, CT 06111 PHONE-860-436-9242
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