BISCOTTI, TOBACK WEALTH MANAGEMENT, LLC

WEALTH MANAGEMENT SERVICES

Asset Allocation Planning
Cash Flow & Debt Management
Education Funding
Estate Planning
IRA & 401k Plans
Investment Advisory Services
Insurance Brokerage, Planning & Analysis
Long Term Health Care
Money Management Programs
Pension Plans
Personalized Investment Portfolio Analysis
Private Financial Counseling
Retirement Planning
Tax Planning and Compliance
Trusts

CLIENTS

Businesses
Financial Institutions
Individuals
Qualified Plan Investors
Trustees of Retirement Plans, Foundations & Endowments

SELECTION OF FINANCIAL PRODUCTS

Corporate and Municipal Bonds
Government (T-Bonds, Bills & Notes)
Government Agency (GNMA, FNMA, FHLMC, SLMA, FFCB)
Insurance:
Disability
Group Medical
Life (Traditional, Whole Life, Term, Variable, Universal)
Long Term Care
Money Market Funds (Taxable & Tax Free)
Mutual Funds

INTEGRATED FINANCIAL PLANNING

Biscotti, Toback Wealth Management, LLC, provides an extensive range of financial services to closely held businesses and individuals. Our specialized knowledge, experience and skill enable us to take a leading role in simplifying, coordinating and guiding your financial future.

Whether you require expert advice on building your portfolio, or consultation on complex financial transactions, you will find personal attention, comprehensive service, attention to detail and a high level of expertise at our firm. And, as independent professionals, we select financial instruments and give advice impartially.

MAXIMIZING OPPORTUNITIES

To help you plan for the future, we thoroughly analyze your current financial position and future needs to create a growth-oriented, coordinated financial strategy. Among our areas of expertise are:

Investments & Asset Allocation - An expert evaluation of your investment assets and portfolio, with sound advice on building your nest egg
Estate Planning - Skillful planning to maximize your hard-earned wealth while minimizing taxes
Insurance Evaluation & Brokerage - Selecting the appropriate insurance at the right price for all your needs
Retirement Planning - Taking advantage of the tax laws to insure a comfortable future
Health Care Planning - Health care, medical insurance and elder care evaluation
Education Planning - Developing solutions to the challenges of educational expenses

TAKING CARE OF BUSINESS

Whether your business is large or small, Biscotti, Toback Wealth Management, LLC, can develop and implement strategies to help improve financial performance in many areas, including:

Asset Management - We can provide you with an objective analysis of asset performance in relation to operational results and goals.
Pension Planning - Our professionals are expert in setting up successful pension plans for small businesses and corporations.
Succession Planning - By planning ahead, we'll help ensure a sound succession strategy for your closely owned business, avoiding the onus of excessive estate taxes.

These are just some of the ways proper planning can affect the future of your business, your employees and your loved ones.

A WEALTH OF CHOICES

Our experts have a deep understanding of the financial markets and can offer expert advice on portfolio design and management that rivals that of world class money managers.

Biscotti, Toback Wealth Management, LLC prides itself on its Managed Account Programs for individuals and institutions. Using your comprehensive individual analysis as a foundation, we work closely with you to create a skillfully balanced portfolio. The resulting plan is distinctly yours — diversified for stability, customized to meet your needs, and integrated with your financial plan.

We use extensive resources to design a flexible portfolio, responsive to changes in asset value or your financial circumstances. Our professionals consistently monitor and evaluate the performance of recommended investments, providing you with a consolidated statement every quarter.