Taxes

• Tax Planning
  Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. A well-grounded and effective plan goes beyond the realm of saving, budgeting, and investing. It also considers other elements of your financial picture, including insurance planning, tax planning, retirement planning, estate planning, and much more.
• Tax Services
  As Chief Financial Officer, Billy draws on his strong business acumen to fulfill a variety of roles for Cantella. He maintains the company's general ledger, fixed asset accounting and chart of accounts; services the company's 401k plan; oversees payroll, tax preparation, and accounts payable; and manages all corporate bank accounts. While Cantella operated as a Broker-Dealer, Billy was also responsible for preparation of monthly financial statements and net capital computation files; coordinated documentation for annual independent audits, regulatory exams and regulatory filings;
• Income Tax
  One of the notable features of municipal bonds is their potential tax-favorable treatment. The interest income generated from most municipal bonds is often exempt from federal income taxes. Moreover, if the investor resides in the same state as the issuing government entity, the interest income can also be exempt from state and local taxes. This tax-favorable treatment can make municipal bonds an attractive choice for investors seeking to minimize their tax obligations while generating income.

Investment

• Investment Management
  Implement your plan: Our dynamic approach to investment planning evolves with your changing circumstances. We’ll guide and advise you on investment plan transitions as you go through life and lifestyle changes.
• Mutual Funds
  Many retirees and soon-to-be retirees are concerned over the safety of their investments in mutual funds, ETFs and stocks. The gyration in the stock market is often hard to stomach for seniors entering their Golden Years. With the help of a well-chosen Annuity, one can add a layer of diversification to your retirement portfolio.
• Bonds
• Wealth Management
  Marc is a highly experienced Financial Professional with 16 years of expertise in the financial industry. With a strong foundation in product knowledge and a deep understanding of various financial instruments, Marc has consistently demonstrated a commitment to delivering exceptional wealth management solutions to the firm’s financial professionals and clients.

Accounting

• Accounting Services

Planning

• Financial Planning
  By understanding the role of financial planning in meeting your short, intermediate, and long-term financial aspirations, you'll be better equipped to control your financial future.
• Retirement Planning
  Build flexibility into your retirement planning objectives: We seek to do this by choosing annuity products that can easily be switched between investment portfolios without the risk of triggering associated taxes. So, if your investment objectives change during the investment horizon, you can effortlessly switch to a different annuity to support your new objectives, without fear of being saddled with a huge tax liability.
• Annuities
  Not everyone of us is equally prepared for retirement. While some of us are fortunate to have built a nest egg that will last us through our Golden Years, others will depend on government programs for retirement income. Regardless of which side of this divide you are on, Annuities can be a powerful vehicle to help you fund your retirement dreams.
• Asset Management
  You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.