Michael Piccoli is qualified to perform all necessary financial services. Based in Boca Raton and Tequesta, he provides personal financial planning, business financial planning, insurance advice, investment planning, retirement strategies, cash flow examinations, savings advice, health care plan advice, and business owner exit planning.
Each individual situation requires a different plan to help you meet your goals for this year, for next year, and for 20 years down the road.
When you want the best financial advisor in Boca Raton you should call Michael Piccoli to have him design a personalized financial plan for you. Every person has a unique set of goals and Michael will ensure that your plan is constructed with your goals in mind.
A financial plan is much more than just investment planning. Although they share several similarities, a financial plan is more comprehensive in scope. Investment planning is a portion of an overall collective financial plan.
Each financial situation is unique. For example, someone without children won’t worry about saving for huge educational expenses, while another person might want the ability to send their children to a prestigious university. Some people aim to pay off their house before retirement so they can live mortgage-free, and others plan to sell their house and use that money to travel full time.
An effective financial plan will address budgeting, investing, tax planning, saving, insurance planning, and retirement planning.
Financial planning is composed of 5 steps: