Services | LaMacchio Financial Group

SERVICES

Services.

LaMacchio Financial Group provides comprehensive Goals-Driven Planning and Investment Management options for clients along with the optional concierge services listed below.

1. INVESTMENT PLANNING

• Review of Portfolio

• Asset Allocation
• Time Horizon
• Withdrawal Strategies
• Stock Concentration
• Review Investments Held Outside the Firm

GET STARTED

2.
ESTATE PLANNING

• Wills

• Power of Attorney

• Living Will

• Health Care

• Proxy

• Trusts

• Irrevocable Life

• Insurance Trusts

• Estate Taxes

• Guardians for Minor Children

• Charitable Giving and Trusts

GET STARTED

3. RETIREMENT PLANNING

• Retirement Goal Setting

• Social Security and Medicare

• Business Planning

• IRA Contribution and Conversions

• Employer- Sponsored Plans and 401(k)'s

• Annuities and Pensions

• RMD's and Withdrawal Strategies

• Self-Employed Retirement Plans

GET STARTED

1.
INVESTMENT PLANNING

• Review of Portfolio

• Asset Allocation
• Time Horizon
• Withdrawal Strategies
• Stock Concentration
• Review Investments Held Outside the Firm

GET STARTED

2.
ESTATE PLANNING

• Wills

• Power of Attorney

• Living Will

• Health Care

• Proxy

• Trusts

• Irrevocable Life

• Insurance Trusts

• Estate Taxes

• Guardians for Minor Children

• Charitable Giving and Trusts

GET STARTED

3.
RETIREMENT PLANNING

• Retirement Goal Setting

• Social Security and Medicare

• Business Planning

• IRA Contribution and Conversions

• Employer- Sponsored Plans and 401(k)'s

• Annuities and Pensions

• RMD's and Withdrawal Strategies

• Self-Employed Retirement Plans

GET STARTED

4.
CASH FLOW

AND BUDGET

• Income Sources

• Expenses and Budgeting

• Debt Management

• One-Time Expenses

• Planned Large Expenses

• Emergency Funding

• Dollar Cost Averaging

• Mortgage Review

• Lines of Credit

GET STARTED

5.
INCOME TAX PLANNING

• Review of Cost- Basis

• Review Realized Gains

• Carry Forward Losses

• Tax Loss Harvesting

• Deductions and Credits

• Potential Roth Conversions

• Health Savings and Flexible Spending Accounts

GET STARTED

6.
ASSISTANCE TO LOVED ONES

• Gifting

• Education Planning

• Caring for Elderly

• 529 College Savings Plans

• Roth IRA's for Children

• UGMA/UTMA

GET STARTED

4.
CASH FLOW

AND BUDGET

• Income Sources

• Expenses and Budgeting

• Debt Management

• One-Time Expenses

• Planned Large Expenses

• Emergency Funding

• Dollar Cost Averaging

• Mortgage Review

• Lines of Credit

GET STARTED

5.
INCOME TAX PLANNING

• Review of Cost- Basis

• Review Realized Gains

• Carry Forward Losses

• Tax Loss Harvesting

• Deductions and Credits

• Potential Roth Conversions

• Health Savings and Flexible Spending Accounts

GET STARTED

6.
ASSISTANCE TO LOVED ONES

• Gifting

• Education Planning

• Caring for Elderly

• 529 College Savings Plans

• Roth IRA's for Children

• UGMA/UTMA

GET STARTED

Got a Question?

Let’s talk.

Fill in the form or call to set up a meeting at

248.457.4568.

KEEP IN TOUCH

Join our Email Club

200 E BIG BEAVER RD, TROY, MI 48083

Email: solomon.lamacchio@lpl.com

Office: (248) 457-4568

Advisors associated with Wealthcare Advisory Partners LLC may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Wealthcare Advisory Partners LLC; or (2) solely investment advisor representatives of Wealthcare Advisory Partners LLC, and not affiliated with LPL Financial. Investment advice offered through Wealthcare Advisory Partners LLC, a registered investment advisor. Wealthcare Advisory Partners LLC and LaMacchio Financial Group are separate entities from LPL Financial.

Services.

1. INVESTMENT PLANNING

2. ESTATE PLANNING

3. RETIREMENT PLANNING

1. INVESTMENT PLANNING

2. ESTATE PLANNING

3. RETIREMENT PLANNING

4. CASH FLOW AND BUDGET

5. INCOME TAX PLANNING

6. ASSISTANCE TO LOVED ONES

4. CASH FLOW AND BUDGET

5. INCOME TAX PLANNING

6. ASSISTANCE TO LOVED ONES

Got a Question?

Let’s talk.

KEEP IN TOUCH

Join our Email Club

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2.
ESTATE PLANNING

1.
INVESTMENT PLANNING

2.
ESTATE PLANNING

3.
RETIREMENT PLANNING

4.
CASH FLOW

AND BUDGET

5.
INCOME TAX PLANNING

6.
ASSISTANCE TO LOVED ONES

4.
CASH FLOW

AND BUDGET

5.
INCOME TAX PLANNING

6.
ASSISTANCE TO LOVED ONES