Whether you've recently left a job or are about to start a new one, you have financial decisions to make. Raimondo & Associates Ltd. offers unique decision-support for both transitions.
When transitioning out of a job, we help you understand your severance payout, review your cash flow needs, estimate your tax liability, explain your insurance options, review your pension options, and consolidate your group investment programs with your private accounts.
When starting a new job, we help you choose among the components of your new total compensation program: from how much to contribute to your pension programs, to how to invest the proceeds, to what kind of group insurance to purchase.
A personal financial plan is built around an employer compensation program; any change to that program warrants a comprehensive financial review.
Visit What To Expect for more information.
WHAT OUR CLIENTS SAY
"Rose enabled me to feel confident and at ease with the decisions that needed to be made." - Mary B.
"Rose gave us sound, practical advice and delivered it in an easy to understand manner. I trusted her." - Evelyn & Grant M.