Financial Planning & Wealth Management
Financial Planning & Wealth Management
No matter where you are in life’s journey, Tomaro Financial Group provides the services you need to help you navigate to your financial goals. We integrate a vast array of services and have a vast connection of trusted professionals to help you build a sound, financial foundation.
Financial Planning
- Holistic, Personalized Planning
- Goals and Risk Tolerance Based Planning
- Automatic Investments
- Cash Flow Management
Investment Management
- Third-party Asset Management
- Investment Advisory Services
- Custom Portfolio Management
- Active/Passive Management
- Annuities
- Alternative Investments
Retirement Planning
- Income Withdrawal Strategies
- RMD Management
- Survival Spouse Planning
- Social Security Optimization
- Medicaid Planning
- Available Plans: IRA/Roth IRA, 401K, 403B, SEP/SIMPLE IRA, 457, Defined Benefit, Defined Contribution
Education Planning
- 529 and Funding Strategies
- College and Financial Alignment
Insurance Planning
- Life Insurance
- Long-term Care
- Disability
- Health
Debt Management
- Debt financing strategies
- Pay-off strategies
- Short-term financing solutions
Estate Planning
- Gifting Exemptions
- Legacy and Generational Planning
- Asset Protection Strategies
