Michael Juiliano

Life is a journey filled with moments weaved into a tapestry that define who we are. Sometimes the threads of your life can become complicated by a life event. Challenging and uncertain at times.

As a Financial Advisor, my mission is to help you craft a legacy that echoes your unique narrative. It's about you, your journey and your life goals.

I can help clarify, coordinate, and manage your multiple lifestyle goals by providing the following services tailored to your unique situation:

- Comprehensive planning across all account types
- individual, joint, business, taxable and tax-deferred: IRAs, 401k's, and rollover from retirement plans including ESOP's
- Tailored liability management
- Wealth transfer strategies
- Legacy and business succession planning
- Key person life insurance
- Strategies for managing financial risk You can expect a high level of service and ongoing dialogue, including regular portfolio reviews, performance analysis and implementing your personalized wealth strategy appropriate with your tolerance for risk and time horizon.

As our relationship grows, my goal is to be your Chief Investment Officer as the primary source of financial advice by leveraging the resources and capabilities of a world class wealth management organization to help you make informed decisions on your financial journey and move you comfortably into the next phase of your life.

If you don't have a financial partner for your Retirement Legacy Plan, reach out to me. Schedule a 20 minute "ask me anything" call. No question is off the table. You're not alone. We can be in this together.