Our purpose at Scalco Financial is to provide our clients clarity and peace of mind concerning their financial affairs. We offer independent expert advice and services in the inter-related fields of income tax and wealth management. As our client you will enjoy timely and attentive service along with creative, tax-optimized solutions that are suited to your unique situation. No matter what stage of life you are in, we are committed to maintain and nurture our relationship with you. We are capable of providing a wide range of services to fulfill your financial needs. We strive to deliver personalized service and to maintain continual communication. Our advantage comes from keeping the focus on our clients' needs as well as years of advanced training. We are continually investing time and resources in professional continuing education and state of the art computer technology. Take a look at our list of services, and contact us to discuss how we can help you. We care about you and your business. Services include: Financial Consultant, Financial Planning, Tax Preparation, Investment Service, Business Management Consultant, Retirement Planning, Income Protection, Insurance Planning, Estate Planning, and Business Planning.
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We have been processing unclaimed refunds for over 25 year. If you received a letter from us, there is over a 90% chance that you are entitled to unclaimed money, as the original owner, or an heir. This is not a joke. The money is real and legal. Think of it as a refund that you never received, because that is actually what it is.
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As a part of an Accredited Wealth Management, Ameriprise Platinum Financial Services® Practice, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on knowledgeable advice, ongoing financial planning, and personalized asset management strategies. I will help you identify and prioritize your goals, and we'll build a financial plan to pursue those goals. Once a plan is in place, I will help you track your progress and make adjustments as your life and the markets change so you can focus on living and enjoying your life. I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture -- cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. Working together, we'll essentially design a roadmap for your financial life and help you navigate through it to reach your goals, thereby helping you feel greater financial confidence. Areas of Focus: Investment Management Tax Planning Strategies Small Business Planning Retirement and Social Security Income Strategies Saving for Education and College Preparation 401(k) Rollovers Business Retirement Plans Insurance Analysis Family Finances Sudden Wealth Trust, Estate and Legacy Planning
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