Maximizing financial health... for life.
Attaining your most important financial goals require more than wishful thinking. For most people, managing the costs of normal life transitions such as marriage, home ownership, parenthood, a college education, new business start-up or retirement will require very different money strategies. Special circumstances such as disability will require even more careful money management.
John. R. Monaco, CPA, has been helping clients pursue their most cherished financial goals since 1991. As a Certified Public Accountant, John helps a diverse array of clients manage all facets of their finances, from risk management to investments*, tax planning, cash flow, debt management, education planning and estate planning. Businesses entrust him with their growth and financial management. Clients rely on John to create personalized financial plans geared to their particular life situation and that change over time as their needs require.
Comprehensive Financial Management Services include:
|» Investment Management*||» Retirement Planning||» Business Planning|
|» Cash Flow/Debt Management||» Education Planning||» Special Situations Planning|
|» Family Risk Management||» Estate/Legacy Planning||» Tax Preparation|
Wealth management is not just for the wealthy. Having a plan that protects your family’s finances while maximizing the growth of your assets over time is the best way to pursue financial independence and peace of mind. To learn how John Monaco & Co. can help you with your unique financial situation, including tax preparation and investment planning*, take advantage of one of these offers
- Complimentary consultation on investment principles & opportunities
- $25 off income tax preparation
To take advantage of one of these complimentary offers, call 845-279-8664. We look forward to seeing you soon.
* These services are offered by John Monaco through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.