Taxes

• Tax Planning
• Estate Taxes
• Tax Services
  Tax services offered separately from Cetera Advisor Networks, LLC, which does not give tax or legal advice.
• Income Tax

Investment

• Investment Management
  Investment research and portfolio management are done internally, and our services include: portfolio design, direction and oversight; estate and trust administration and management; retirement rollover; income distribution strategies; Roth conversion plans; and tax mitigation advice.
• Wealth Management
  At Ciampi Tax & Financial Services, strong leadership, wealth management expertise, and exceptional client service is provided by each of our team members.

Accounting

• Accounting Services
• Payroll Services

Planning

• Financial Planning
  Don is a Principal of Ciampi Tax & Financial Services, LLC. His areas of responsibility within the firm are personal financial planning and investment management. He has enjoyed over 20 years’ experience in the industry.
• Retirement Planning
  With over 30 years’ experience in the financial services industry, Steve is the Chief Investment Officer of Ciampi Tax & Financial Services, LLC.  In this role, he oversees all investment management and retirement planning.
• Asset Protection
  Our approach is comprehensive, taking into account the following key areas: retirement planning; education funding; wealth transfer, including estates and trusts; risk management/asset protection; tax mitigation strategies; and insurance needs.