Portfolio design and management is performed on a fee only fiduciary basis with an emphasis on tax efficiency. Portfolios are constructed in house, after careful research and consist of about 50-60 high quality, publicly traded, mainly large cap dividend paying stocks. Bonds are selected individually consisting of corporate, municipal & government investment grade. The portfolios are further diversified with about 10-15 low fee index ETFs. All investment choices and allocations are customized to the individual client's risk tolerance. We provide monthly and quarterly performance reports and check in with our clients frequently. The firm also offers quality, low cost 401k plans and defined benefit plans for small businesses.
Financial Planning and Retirement Planning is a process that starts with examining your current financial situation. This initial step entails gathering all your financial information and compiling it into a report that groups your assets, liabilities and net worth. From this starting point, you can begin the process of analyzing and developing a plan to improve your finances and prepare for your retirement. There are many aspects to financial planning. Such as: Investments, Taxes, Retirement, Insurance and Estate Planning. All of these pieces fit together to form a comprehensive picture of where you are today and how you will reach your goals. Keeping clients goals at the forefront and helping them understand how they can reduce their taxes and get the most from their investments is the firm's mission. (Offered to Investment Management Clients Only)
Tax Planning services for future life events and changes in tax law. Staying on top of the tax implications of regulatory changes and life events can result in tax savings. (Offered to Investment Management Clients Only)
“ I will tell you the secret to getting rich on Wall Street. You try to be greedy when others are fearful. And you try to be fearful when others are greedy .”
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Disclaimer: All information herein at Annette Di Bello, CPA, CFP, Professional Corporation - is for informational purposes only. This information does not constitute a solicitation or offer to sell securities or investment advisory services. Annette Di Bello, CPA, CFP, Professional Corporation - is a Registered Investment Advisor transacting business in California and other states in which we qualify for exemptions. Nothing contained herein Annette Di Bello, CPA, CFP, Professional Corporation - website constitutes investment, financial, legal, tax or other advice, nor is to be relied on in making an investment or other decision. Annette Di Bello, CPA, CFP, Professional Corporation - specific advice is prepared only within our contract agreements on a client by client basis. Past performance may not be representative of future results.