Financial Advisor in Boca Raton

Aligning Your Financial Goals With A Personalized Financial Plan

About Your Financial Advisor

Do you find yourself confused with your finances? Do you wish you could understand all the different variables  affecting your financial security?  When you need a financial advisor in Boca Raton choose Michael Piccoli.

Michael is committed to his clients in Boca Raton and Tequesta.  He will work toward giving you a life filled with financial confidence. You won’t feel confused or overwhelmed with your finances. Michael will provide you the guidance and recommendations you need to feel at ease. 

Think It Makes Sense to Discuss A Personalized Financial Plan?

Schedule your FREE initial consultation now, so we can discuss your desired financial goals and a plan to help you get there!

First Steps

The very first step in any financial plan is to pick an advisor.  Ask everyone you know – your relatives, your friends, your trusted banker.  When you live in Boca Raton, the name Michael Piccoli will likely come up in conversation.

The next step is to talk with Mr. Piccoli.  You don’t even have to make a trip to his office – he is glad to do Zoom meetings and conference calls with people from all over the country. 

This discovery call won’t cost you a thing and there will be no sales pitches or pressure.  He will learn more about you, your personal values and financial goals. That insight will provide Michael the information necessary to begin formulating a plan for you.

Why Choose Michael Piccoli?

Once you have interviewed several financial advisors, you may still be hesitant.  Let us relieve you of your doubts.  

There are literally thousands of people who call themselves financial advisors in the United States.  Many of these “advisors” are not full-service advisors.  Many focus only on selling life insurance for one particular company, or certain investments or annuities. Commonly, the products they push are the same products that pay them the highest commissions.

They aren’t offering you advice, they are trying to pay themselves first. As an experienced and trusted advisor in Boca Raton Michael puts the needs of his clients first.

Many people follow a combination of advice from many different sources – tv news outlets, tv money analysts, newspaper commentators, the internet, YouTube videos on how to invest, or their aunt’s ex-husband who used to be an accountant. 

It’s quite natural for people to lose their financial confidence when they are following the lead of so many unqualified people. Particularly, because these other sources don’t know you, your life, or your wants and needs. So, when people get overwhelmed and realize they need a financial advisor in tequesta people call Michael Piccoli.  

Don’t try to figure this out yourself – there’s just too much to know, and the rules and the players are constantly changing. 

Let Michael and his expertise take control of your finances so you don’t have to.

How We Help You

You’ll feel relieved when you hire us to manage your finances. You no longer have to worry about gathering all of this financial information, on your own, from all these different sources.  Our company does all of the research and development for you and then sifts through it to find what you need to suit your particular situation.  You don’t have to figure it out on your own.  

Michael Piccoli creates plans that are adaptable and open to change.  

We explain how risk assumption and risk transfer works.  There are certain risks that you can afford to keep and some that should be transferred.  For instance, you might be best served in transferring risk to an insurance company with life insurance.  Michael Piccoli will help you choose the situations where you should assume risk, and when you should transfer risk to someone else. 

We don’t judge our client’s behavior.  Our job is to provide objective unbiased advice about your finances.

 

https://brokercheck.finra.org/individual/summary/5628378

 

What are the advantages of working with us?

It’s never too early to start thinking about financial planning or retirement – whether it’s a few years away or several decades. People often struggle to envision their ideal retirement, which makes planning for this time difficult. We will use our knowledge, skills and years of experience to assist you in creating a vision for your ideal retirement.

Your input is crucial, so our Advisors will work with you to formulate a personalized financial plan and strategy that is aimed at your specific needs and goals. We can help you spot flaws in your present plan, expose potential roadblocks, and identify potential opportunities and alternatives.

As you can tell, we take a collaborative approach to financial planning and recognize that each person’s situation is different. We work continuously to stay on top of market changes so that your financial strategy stays on track. We understand that your financial goals may change with time and we’ll help you make any necessary changes/adjustments to your financial plan.

We'll match you with a local advisor free of charge

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Your local advisor has been vetted

Your input, goals and ideas are important.

Our Advisors focus on helping you put a personalized financial strategy in place. Since we don’t do “cookie cutter” plans, your input is crucial. However, you can also choose how involved you are in this process.

Why should you choose us?

Our main priority and focus is you and in helping you achieve your goals.

Customer Service

We are as interested in helping you put a financial plan in place as we are in YOU the person. Our goal is to help you feel confident in your financial future. We believe communication is key to a productive relationship and we are happy to answer any questions or concerns you have along the way.

Years of Professional Experience

We have several years of experience. We put our extensive knowledge, training and experience to work for you to better help you define, plan for and achieve your objectives.

A financial advisor can help simplify the complexity of financial planning, retirement planning, wealth management, insurance and more.

When choosing a financial advisor, you’ll want to choose carefully. Picking the right advisor can be crucial towards in helping you determine, analyze, plan for and achieve your goals and prepare for retirement.

Retirement

etirement planning can be overwhelming for some. Our job is to make the entire process of analyzing, strategizing and planning easy for you. Our step-by-step personalized process is designed to take the complexity of retirement planing away and show you the tools and strategies you need to help you achieve your goals.

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