Financial Modeling Highlights
Our advisors offer a detailed plan covering all aspects of a client’s financial life, including budgeting, investments, income, taxes, retirement, and estate planning. Our holistic approach encompasses the following and then some:
Investment Planning: Crafting investment strategies and managing portfolios to align with clients' financial goals, income needs, risk tolerance, and time horizon.
Tax Planning: Offering strategies to minimize tax liabilities through tax-efficient investments, deductions, credits, and other planning techniques.
Estate Planning: Assisting with the design and implementation of plans for transferring assets upon death, including wills, trusts, and estate tax considerations.
Insurance Planning: Evaluating and recommending appropriate insurance products (life, health, disability, long-term care) to protect against various risks.
Debt Management: Providing strategies to manage, reduce, or consolidate debt to improve financial health.
Education Planning: Advising on saving and investment strategies for educational expenses, including college savings plans like 529 plans.
Business Planning: Offering guidance on financial aspects of running a business, such as succession planning, business valuations, and employee benefit plans.
Risk Management: Identifying and mitigating financial risks through appropriate strategies and insurance products.
Social Security Planning: Advising on the optimal timing and strategy for claiming Social Security benefits to maximize lifetime income.
Employee Benefits Planning: Assisting with the selection and optimization of employee benefits, including retirement plans, health insurance, and stock options.
CANE Experts
Highlighting a CANE team member that excels at Financial Modeling:
Jonathan Mast, CIMA®
Director, Advisor Consulting
Joe DiCriscio
Financial Planning Consultant
Frank Rosala, CFP®
Financial Planning Coordinator
Let’s talk about Financial Modeling
We’re looking forward to talking
Need help with your financial modeling? CANE can help.
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Protect your financial interests by having your planning needs met.
