For the life you have, and the one you want.
My job is to help you experience the best life possible with the money you have. I do this by helping you make wise financial decisions so that you may enjoy peace of mind by Creating Footprints to Your Success. - Pat Magliaro.
When you want answers you start online. The world of apps and bots, data and algorithms. But for all the stats and fast facts, you won't find the answers to life's big questions. That comes when you connect with real people.
Though our world has changed, and your values and priorities may have shifted, we believe now more than ever, the right advice has the power to transform the future for you and your family.
From market shifts to major life milestones, we will meet you where you are - in just the way you choose - and work with you to get where you want to go. That’s advice, your way.
Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn’t be stressful. That’s why we’ll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family – unrestricted by regions and time zones.
Planning is personal. We provide different levels of service that you can choose from – so you get what’s most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.
Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we’ll stay connected with you – through your channels of choice.
Advice can have a positive and significant impact on the growth of your financial assets.
4 - 6
Years of advice
7 - 14
Pat Magliaro, CFP, CCS
Move forward with financial confidence
For advice that makes a difference
3 May, 2023
Wondering how the new First Home Savings Account (FHSA) works with existing programs to help you save for a home? Gain a better understanding...
20 April, 2023
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28 March, 2023
When things move as rapidly as they have done over the past month, it’s often difficult to see the forest for the trees. Whether the...
Beginning in 2017, you will find that your fourth quarter statement, typically mailed out in January, includes two new sections. Overall, the addition of these new sections to your year-end statement aims to enhance your understanding of the overall performance of your investments as well as the cost and compensation related to your accounts.
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