Financial Planning for Individuals & Families

 

What We Do…

 

Planning your financial future can seem complex, and what is right for your neighbor may not be right for you. An independent financial planner can be the answer. Through an association with Tilson Financial Group, Inc. and American Portfolios Financial Services, Inc., the principals of Tropeano & McGrady, Leo Tropeano and Michael McGrady provide financial planning and investment management services. Our process is simple.  First, we understand our clients’ short-term and long-term financial goals. Then we gather and analyze data leading to customized recommendations. Finally, we implement the recommendations and monitor the progress toward the goals. Our independence allows us to provide objective advice and our highly trained staff offers technical expertise and personalized service to ensure client satisfaction. 

 

Our Services…

Financial Planning

One of the most critical aspects in successful planning is the analysis of your entire financial picture. From reviewing existing wills, to setting up college funding, to analyzing retirement and estate plans, everything plays an integral role in realizing your long term goals.

The road to an appropriate strategy is a detailed step by step process which begins with comprehensive fact gathering followed by a concentrated analysis by our team. Once completed, recommendations and solutions are discussed to implement the financial plan.

Our experienced staff can confidently handle your tax, retirement, investment, and estate planning needs. Being an independent planner and investment advisor means that our options to fulfill your requirements with a plan that you can feel comfortable with are vast. Our professional expertise can relieve your concerns for a secure future.

                                             Portfolio Management

Wise investment selections can be difficult in today's complicated world. Without a financial plan or specific goals in place, investing can become unstructured. An organized portfolio is important. As a registered investment advisor, we can provide advice and recommend investment vehicles appropriate for your individual situation.

Periodic supervision is required to verify that the portfolio is staying "on track" with the intended goals. We are able to accomplish this with a state of the art portfolio management system and research tools which track investments more efficiently. Our clients receive review consultations to analyze portfolio performance, discuss changes, and reaffirm or update their goals.

                                             Eldercare Planning

Another crucial service that we perform is to help families plan for the potential costs of nursing home and/or home health care. The following represent some of the estate planning techniques that we may propose, working with our client's other advisors:

Living Will

Health Care Directive

Medicaid Eligibility through Gifting

Durable Power of Attorney

Living Trust

Irrevocable Trust

Long-Term Care Insurance

 

TROPEANO & McGRADY, PC
PO Box 541
Whitehouse Station
New Jersey 08889.

Phone: 908.534.5043
requests@tropeanomcgrady.com

Securities offered through American Portfolios Financial Services, Inc. Member FINRASIPC. Investment advisory services offered through Tilson Financial Group, Inc. a SEC Registered Investment Advisor. Tilson Financial Group, Inc. and Tropeano & McGrady, PC are independent of American Portfolios Financial Services, Inc. APFS does not provide tax, legal or accounting advice. Please consult with your own tax, legal or accounting professional before making any decisions. Check out our Investment Professionals on BrokerCheck.

 

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