Home > Financial Consulting > Private Clients

PRIVATE CLIENTS

At Raimondo & Associates Ltd, we partner with you to bring focus and direction to your finances.  Operating outside the financial services industry, we have no agenda other than to empower you to make informed and intentional financial decisions consistent with your values and in support of your goals.

We recognize that none of us live our lives in distinct compartments.  The decisions you make are interconnected.  Choices about finances are sure to affect plans for retirement or career changes and vice versa.  We help you understand and harness your financial resources so you can plan and execute your next steps with confidence and clarity.

We specialize in working with individuals approaching retirement which is sometimes an uneasy transition.  Our clients benefit from our holistic approach where, together, we explore an array of personal work and life options and related financial strategies.

Frequently asked questions

How much does financial planning cost?
How do I prepare for our first meeting?
What can I expect?
Do you sell financial products?
How is financial planning different than investment advice?
Do you prepare income tax returns?
What do clients have to say about working with you?