Sturiale Financial Planning



		Services Sturiale Financial Planning is a comprehensive financial planning and investment advisory firm providing objective financial advice on a one-time and/or as-needed basis. Services provided are, but are not limited to: • Portfolio design and investment selection • Retirement planning / Needs analysis • College funding advice • Estate planning / Charitable gifting ideas • Cash flow planning / Debt reduction plans A special note from Tom: "Financial planning is a relatively recent resource for the average American. In the past you had to be rich to afford objective, independent advice. Now regular folks have access to the same high-quality financial planning and advice that was once available only to the affluent. This is an important advantage in improving your financial stability." 7 Steps to a Brighter Financial Future Step One Call for an Introductory Packet. Step Two Complimentary Get Acquainted Meeting. Discuss Financial Objectives. Develop Estimate of Fee. Step Three Data Gathering and Initial Preparation. Step Four Interactive Session (if needed). Step Five Analysis and Plan Formation. Step Six Financial Plan Presentation. Step Seven Financial Check-Ups, As Needed.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Tom Sturiale, Principal, Sturiale Financial Planning. Material presented is believed to be from reliable sources and no representation is made as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered by Tom Sturiale dba Sturiale Financial Planning, a Registered Investment Advisor in the Commonwealth of Massachusetts. The presence of this web site on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer investment advisory services to any residents of any state other than Massachusetts. Sturiale Financial Planning is legally empowered to provide investment advisory services only to residents of Massachusetts or where otherwise legally permitted.