Raymond Filorimo

About Raymond Filorimo

I started Guidance Wealth Management when I became a true Independent Financial Consultant. This gives my clients the assurance that advice is very independent and not product driven.Combined with our CPAs and Accountants, we can help clients MAXIMIZE their Tax Write Offs which in turn Maximizes their Retirement Accounts by using the Tax Savings towards Retirement instead of their IRS Bill.As a graduate of FAU with a degree in Engineering and celebrating 23 years of serving our clients.Our Firm Offers:• Full Service CPA and Quickbook Pro Consulting• Income Tax Reduction Strategies• Tax Free Retirement Strategies• Life Insurance and Estate Plans• 401(k) Rollover and Distribution Specialists• Investment Advisory Account Strategies• Special Needs Family Planning & Charity PlanningNOTE: Did you know you can access your J-O-B 401(k) up to 50% for a max of $50k? The amount of people that will become Self Employed will TRIPLE by 2022. You may want to consider using this strategy to start your New Career or Business. Ask us how! We help New Businesses get set up properly right off the bat.Call us @(56••••••59

Experience

1. Principal, Sr Financial and Insurance Consultant

   Guidance Wealth Management

   Oct 2002 — Present

   I started Guidance Wealth Management when I became a true Independent Financial Consultant. This gives my clients the assurance that advice is very independent and not product driven.As a graduate of FAU with a degree in Electrical Engineering and celebrating 22 years in the Insurance and Investment Business, I am very methodical in- 401(k) and IRA Rollovers and Conservative Management- Special Needs Planning for a Family Members Continued Care- Personal and Business Financial Advice- Tax Free or Tax Favorable Retirement Income- Life,Disability, Long Term Care and Group Insurances- Tax Reduction Strategies- Charitable Tax Strategies.NOTE: For Individuals that are Unemployed and have a 401(k):In these hard financial times, there is a way to access a portion of your 401(k) monies Without Pre 591/2 Withdrawal Penalties.Call us to see if you qualify @(56••••••••01(k) Rollovers, Insurances, Tax Reduction Strategies, Tax Free or Tax favorable Income, Life Insurance, Disability Insurance, Medical Insurance. Annuities, Brokerage Accounts

Education

• Palm Beach Community College

  Associate of Science, Computer Science

• Florida Atlantic University

  B.S., Electrical Engineering

  1985 — 1991

Skills

• Securities
• Estate Planning
• Retirement
• Strategic Financial Planning
• Tax
• Financial Planning
• Investments
• Asset Management
• Wealth Management
• 401k
• Employee Benefits
• 401(K) Retirement Savings Plans
• Financial Services
• Insurance
• Financial Advisory
• Disability Insurance
• Fixed Annuities
• Portfolio Management
• Investment Advisory
• Finance
• Asset Managment
• Retirement Planning