Marco Moretti
Wealth Planning Advisor at Integrated Financial Partners
- Role
- Financial Planner at Integrated Financial Partners
- Location
- Cranston, RI, US
- LinkedIn followers
- 500 followers
About Marco Moretti
The number one financial worry is not having enough money to retire. Do you know how much…
Experience
Financial Planner
Jan 2014 — Present
In today\'s complex world, it takes diligence, research and careful consideration to help you work towards the retirement you deserve and have worked so hard to attain. I can help by being objective about your financials so you can gain perspective and confidence in your financial future. Along with clarity, I can provide prudent strategies to address your needs, lifestyle, goals, and life phase. Ask yourself:• Can I retire and maintain my lifestyle?• How will the cost of living, taxes, and inflation affect my savings?• Will the government benefit more from my estate than my heirs?I use a comprehensive process where your input is vital to ensure that goals and family members are considered. By working with your own tax and legal consultants as well as my team of colleagues, I will work with you to construct and implement a comprehensive and personalized plan and continue to work with you as your situation or needs change. A key factor is my ability to listen to you and take the time to understand your comfort level when it comes to investing and risk management. My goal is to help you address your needs by putting together prudent investment and retirement income strategies while at the same time I am looking for opportunities for estate tax reduction. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Financial Partners are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit
Skills
- Estate Planning
- 401(K) Retirement Savings Plans
- Beneficiary Planning
- Long Term Care Insurance
- Financial Risk Management
- Portfolio Analysis
- Insurance
- Life Insurance
- Legacy Planning
- Financial Planning
- Wealth Accumulation Strategies
- College Funding Strategies
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