Our Process & Services
Solutions Focused on You
Let’s move your financial plan into the confidence zone.
We tailor our services to help you set goals, develop a roadmap, and implement the necessary tools and strategies to manage each stage of your financial life. Together, we’ll help you pursue your dreams.
Our 5-Step Process
You benefit from a process that gets to the heart of your wealth needs. Whether it is retirement, funding education, purchasing a vacation home, or another objective, we’ll guide you to prioritize your goals, create a comprehensive plan, and put the pieces together to help you achieve success.
Discover
We focus on the values and principles that built the foundation you have today.
Analyze & Educate
We review your total financial picture and educate you on the opportunities we see.
Design
We construct and execute a custom financial roadmap for you and your family.
Progress Check
We update your goals and benchmark your progress toward reaching those goals.
Annual Review
We review your insurance, estate plan, and tax strategy to help you stay on track.
Customized Financial Guidance and Planning
We will create a detailed plan for your finances to help you take control of your situation and reach your short- and long-term goals. Our comprehensive planning takes a holistic approach in which we address each area of your financial life and how they interact with one another. Having this big-picture plan for your finances can help reduce stress and anxiety while helping you pursue your goals.
Investment Management
Create a plan that’s consistent with your goals and risk tolerance.
We will help you determine your asset allocation needs and better understand your risk tolerance. Then, we’ll recommend the appropriate investment solutions to help pursue your most important goals.
Charitable Planning
Build a giving plan to carry on your mission.
If supporting charitable causes fits into your vision, it’s important to select a financial advisor who understands the unique nature of charitable giving. We have the skills and experience to help you make more of a difference for the causes you care about.
Estate and Income Strategies
We want to help you minimize the tax burdens you face now and in the future, and guide you to create a master plan to pass on your assets to whom you choose. Collaborating with your tax and legal advisors, we’ll help you navigate the evolving tax laws and preserve your estate for your intended heirs. We’ll develop a cohesive plan, establish beneficiary designations, and reduce your potential exposure to estate and probate costs.
Estate Strategies
Help minimize potential taxes without interfering with your other financial goals.
Income Tax Strategies
Help ensure all elements of your financial plan function together with maximum tax efficiency.
Natoli Wealth Management does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.
Insurance Planning
Protect your future for yourself and for those depending on you.
We seek to help protect your overall financial plan, your way of life, and your ability to pursue your goals even when the unexpected happens. We’ll tailor your plan to help minimize the threats to your wealth. This may include preserving your assets with long-term care insurance and building a protective cushion with life insurance.
Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
