Securities offered through LPL Financial, Member SIPC www.sipc.org
Your financial situation is unique, and the financial decisions that you make today can affect your wealth for the rest of your life. You need a financial planner and wealth advisor who understands that helping you work toward your financial goals means more than simply assisting with your 401(k) rollover. Steve Ciaccio, MBA, CPA, CFP® is a CERTIFIED FINANCIAL PLANNER TM professional who has demonstrated the high level of competency required by the CFP® Board in nearly 100 integrated financial topics and voluntarily adheres to the Board's ethics and professionalism requirements. CFP® professionals are held to a fiduciary standard of care and are required to act in your best interest.
Because your individual needs are unique, we are prepared to address those financial topics including investment planning, tax planning, retirement planning, estate planning, education savings, risk management, insurance planning, and financial management. Here at Ciaccio Wealth Management, Ltd. our approach is to provide a comprehensive financial plan that is designed with the goal to both grow and protect your wealth as you work toward your financial goals.