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Estate | Maffe Financial Group
http://www.maffefinancialgroup.com/resource-center/estate
Construction Strategies for Life. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Exit Strategies of the Rich and Famous. Principles of Preserving Wealth. Here are three tips. A letter of ...
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CPA Advantage
http://www.maffefinancialgroup.com/p/cpa-advantage
Construction Strategies for Life. Moving in New Directions. Traditional sources of revenue, generally resulting from tax and accounting practices, have been eroding over the past several years largely due to the availability of new technology and software. You know better than anyone else that to remain profitable, you must consistently develop fresh sources of growth and income. But have you been able to provide all that your clients need? What your various choices are and discuss ways to make . You, th...
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Altoona
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Construction Strategies for Life. Samuel Britz CPA*, CFP. 814) 696-1100 britz samuel@nlvmail.com . Samuel Britz is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., and offers securities in Pennsylvania. He is also insurance-licensed in Pennsylvania. 814) 695-7441 x 21 leap john@nlvmail.com . Tax advice and accounting services are offered independently of Equity Services, Inc. (ESI). ESI, and any companies affiliated with ESI, are not sponsoring, ar...Stephen is...
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Insurance | Maffe Financial Group
http://www.maffefinancialgroup.com/resource-center/insurance
Construction Strategies for Life. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. The Other Sure Thing. Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared? Protecting Those Who Matter Most. Extended Care: A Patchwork of Possibilities. Loss of ...
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Boston Office
http://www.maffefinancialgroup.com/p/boston-office
Construction Strategies for Life. John R. Brodacki, III. 617-965-7777 X 209 Email John. Bachelors of Science at Western Connecticut State University. John resides in Massachusetts with his wife and 2 daughters. John Brodacki is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in CT, FL, MA, RI, and VT. John is also life-licensed in the states of CT, MA, RI, and VT. David P. Levine, CPA*, MBA, MST. Financial Services for retirement. David is ...
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Hartford Office
http://www.maffefinancialgroup.com/p/hartford-office
Construction Strategies for Life. Business Life Insurance Planning. Bachelors of Science at The University of Vermont, Burlington, VT. Masters of Science at The University of Connecticut, Storrs, CT. Ann resides in Colebrook, CT with her husband. G Ann Bowen is a Registered Representative and Investment Advisor Representative of Equity Services, Inc., and offers securities in CT, MA, MI, NY, and PA. Ann is also insurance licensed in the states of CT, FL, and NY. Allen W. Clark. Douglas DeMay, CFA. Jay is...
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Tools | Maffe Financial Group
http://www.maffefinancialgroup.com/tools
Construction Strategies for Life. Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information. Preparing Your Pets For A Future Without You. May 18, 2015. 3 Questions to Ask About Your Long-Term Care Needs. May 05, 2015. March 30, 2015.
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Construction Strategies for Life
http://www.maffefinancialgroup.com/p/construction-strategies-for-life
Construction Strategies for Life. Construction Strategies for Life. Lay The Foundation For Your Future. Travis Ramsdell specializes in working with business owners in the construction industry to help maximize their tax deferrals and minimize their expenses from a financial planning prospective. He understand the unique needs, opportunities and challenges that you may be facing today when it comes to both your business and personal financial planning. Areas of of Specialization Include: . May 18, 2015.
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Northern New England
http://www.maffefinancialgroup.com/p/northern-new-england
Construction Strategies for Life. Korbey robert@nlvmail.com . Robert is a Registered Representative of Equity Services, Inc and is licensed to sell securities in the states of New Hampshire, Massachusetts and Florida. Preparing Your Pets For A Future Without You. May 18, 2015. If you have a furry friend, you know your pet relies on you for every need. What would your pet do without you? Although pets are legally considered to be property, to those of us who own pets, they’re more like members of the.
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Money | Maffe Financial Group
http://www.maffefinancialgroup.com/resource-center/money
Construction Strategies for Life. One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. Keeping Up with the Joneses. Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead? Well, they are.