Services
For over 45 years Tom Meaglia has been helping people formulate solid financial plans that work toward achieving their financial goals. Get the guidance you need for the services listed below; everything you need to help survive the storms of life and prepare for your future.
Whether you’re just getting started or concerned about your current plan, call Tom at 800-386-3700 or send him an email with your questions. Check out our blog for more valuable resources.
FINANCIAL CONSULTING
See Tom’s steps for getting your finances under control. Put your plan into action one step at a time. The sooner you start saving, the more time your money has to grow…
INVESTING
One of the keys to successful investing -particularly just prior to or during retirement – is making sure your investments in your portfolio match your investment objectives…
RETIREMENT
Now more than ever, families and individuals need to establish personal budgets. Increased life expectancies have raised the level of retirement income that is needed…
ESTATE & TAX PLANNING
The federal tax filing deadline of April 15 may seem far away, but the date can sneak up on you before you realize it. The following simple tips may not offer advanced tax planning help…
INSURANCE & RISK MANAGEMENT
In business, risk managers assess their companies’ internal and external risks and takes steps to limit them. This same process can be used in your personal life. Here are some guidelines…
BUSINESS SOLUTIONS
No one ever said that running a successful business was easy. Stories about business failures abound, whether failure was due to lack of capital, the wrong idea, the wrong place…
