Personal Financial Planning
In today’s electronic and self-directed world, the need for personal financial planning is becoming increasingly important. For example, to provide for a comfortable retirement, our clients must make the right investment choices for their 401(k) or IRA accounts. Similarly, a savings and investment plan might be needed to provide tuition funds when their children reach college.
Mullen Scorpio & Cerilli is a trusted financial advisor that our clients consult when personal financial planning is needed. We provide an objective voice in helping them achieve the personal financial goals that are important to them.
Our Personal Financial Planning services include:
• Retirement planning and distributions
• Debt reduction
• Investment advice and allocations
• Estate planning
• Educational financial planning
• Tax planning