Crafting Your Family's Wealth Story
At Orazio Financial Services, we manage your assets in-house and never outsource this important duty. This means when you work with us, you’re speaking directly to your portfolio manager. Our Chartered Financial Analyst oversees your portfolio, so you get the added value of our analyst’s seasoned competence in investment analysis and wealth management. Together, we’ll help tell your family’s personal wealth story.
Estate Planning
A vital cornerstone within your financial planning spectrum, a well-crafted estate plan empowers you with increased command over your assets and helps orchestrate the seamless transfer of your wealth.
Tax Planning
Our fiscal guidance will help you navigate the intricate tax landscape, optimize your returns, and preserve your family's wealth for generations to come.
Retirement Planning
We'll assess your present financial situation and develop an accumulation strategy that focuses on potential growth and tax-efficient distributions while paving the way for the retirement lifestyle you envision.
College Planning
We'll help you make a thoughtful investment in your child's future as well as a strategic and sustainable approach to financing their higher education.
Wealth Management
Our personalized process considers the unique dynamics and aspirations of your family, helps to enhance your investment strategies, and takes a key step toward building a legacy of financial strength and security.
Long-Term Care
Thoughtful planning for potential healthcare needs is a crucial aspect of securing your family's well-being across generations. We'll tailor a strategy that seeks to help preserve your assets and allows you to age with dignity and security.
Life Insurance
Make a wise investment in the security and financial future of your loved ones. We'll help you design a plan that aligns with your family's needs and goals while building a foundation of financial strength.
Budgeting
We'll go beyond the numbers, guiding you to create a budget that helps instill financial confidence within your family, fostering a culture of mindful spending and meaningful savings.
Medicare® Consultation
We speak Medicare, so you don’t have to. Our team will help you find the right plan by walking you through your options and comparing the top Medicare carriers and plans.