Pullaro Financial
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Services

A blank slate marks the beginning of new possibilities.

Areas of Expertise

 

LIFE PLANNING

The process of life planning helps clients embrace a system where money enables their life goals. Conversations center around ways that your finances power your vision.


INVESTMENT MANAGEMENT

Are your investments measured by markets or are they matched to your goals? Clients work with us to manage and maintain the greatest return on your life’s vision plan.

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TAX PLANNING

Working side-by-side with a C.P.A., we proactively develop tax minimizing strategies. Have a question as a business owner or as an individual, we can discuss ways to address your tax liability.


SPENDING DECISIONS

Trouble deciding whether to pay off student loans or contribute to a retirement plan? We can help navigate the options and weigh the trade-offs for getting the most out of you dollar.



DISTRIBUTION PLANNING

Assisting clients become as tax efficient no matter what stage of life you are in. Sending your kid to college? We can help you with the cost effective ways to make this a reality.


RETIREMENT PLANNING

What does retirement mean to you? We walk with you through planning for assets to meet you in the next act. We discover how to meet your needs through this next phase of life.


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Whatever is on your mind, it’s always free to start a conversation to see how we can help.