SERVICES
STRATEGIC ALLIANCES
There are many considerations when executing a full financial strategy.
At Eigen Financial Solutions, we understand the importance of addressing all aspects of your retirement journey. Therefore, we’ve created strategic alliances with specialists who are well-respected in the community, knowledgeable, and experienced in providing services in portfolio management, estate planning, and tax planning.
Portfolio Manager
To assess your investment goals, risk tolerance, and time horizon and implement a customized strategy that will complement the retirement income planning we provide. This service will include analyzing and determining proper strategic asset allocation and reviewing and rebalancing portfolios to align with your overall financial plan.
Steven A. Kalodner
Managing Director-Investments
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Wells Fargo Advisors
Estate Planning Attorney
To protect the assets that you have worked hard to accumulate during your lifetime and ensure that they are distributed as you wish after you pass away. If you do not complete estate planning activities before you die, your family may face the probate process. This poses substantial costs and delays to parties looking simply to distribute the assets. Solid estate planning also ensures that you will be well cared for if you become ill or cannot make crucial decisions for yourself.
Tax Advisor
To guide you through legal matters related to taxes and help you understand your options. They stay current on the latest tax issues and laws and will act as your resource and help to make sense of complicated tax codes. They will assist you in meeting the required state and federal tax obligations and filings while optimizing possible credits or deductions to lower those obligations.
Vincent Pagano, CPA
Tax Advisor
Pagano & Associates
Accounting and Consulting | Pagano and Associates | United States
Eigen Financial Solutions is a separate and unrelated company and is not affiliated with these service providers, nor do we guarantee the accuracy or quality of the results provided. As such, these service providers are not intended to be used as the sole basis for financial decisions.
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