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Anthony and Michael Pellegrino are the hosts of Securing Your Financial FutureTM airing every Saturday Morning at 10AM on

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5-Step GPS Process

  • 1. Investment Planning

    • Market volatility protection
    • Assessing your risk tolerance
    • Adjusting your portfolio to reduce fees wherever possible

  • 2. Income Planning

    • Social Security maximization
    • Income and expense analysis
    • Inflation, spousal and longevity plan

  • 3. Tax Planning

    • Assessing the taxable nature of your current holdings
    • Strategizing ways to include tax-deferred or tax-free money in your plan

  • 4. Health Care Planning

    • Plan for protecting against climbing health care costs and long-term care needs
    • Looking at all aspects of Medicare, Parts A, B and D

  • 5. Legacy Planning

    • Create a plan to help your beneficiaries reduce or avoid probate
    • Maximize opportunities to reduce estate tax burdens
       

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