David Zavarelli, CFP®

Financial Planning and Wealth Management

Planning for the future is challenging. We work with you one-on-one to develop a custom strategy to help you pursue your goals.
Contact David

Who We Serve

Individuals

While you’re in your peak earning years, it’s important to develop positive financial habits that seek to lay a strong foundation for your savings.

Whether you’re new to investing, established in your career, or planning to retire, we’ll work with you to develop a financial plan that aims to help you manage your money effectively.

Families

As a parent, you’re not only pursuing your own aspirations, but guiding your children towards their own success as well. That’s why starting a savings plan early is considered vital in pursuing the college education your child deserves; especially as tuition rates continue to rise.

From establishing a 529 plan, to researching financial aid options and grants, we can help you examine college investment options to build a personalized portfolio that considers your financial goals, risk tolerance, and timeline.

Retirees

You’ve worked hard in your career, and are ready for relaxation and celebration. However, the transition from a career and steady paycheck to living on the wealth you’ve accumulated can be filled with uncertainty.

Together, we’ll develop a plan that helps you accumulate wealth while you’re still working, and aid your transition to a fixed retirement income.

Business Owners

Between managing employees, building client relationships, and maintaining the quality of your products or services, growing a business is a demanding task.

It’s easy to be swept up in the day-to-day management of your business and lose sight of financial planning considerations that may lead to growth. We can help create a financial foundation that aims to care for your key employees and executives and reduce the impact of an unexpected loss.

When it’s time to pass the torch and leave your business, we’ll be here to plan your business succession and exit strategy to help ease the transition into life after work.

Ready to get started?

Contact us to start building a financial plan that fits your current life stage.

Media Mentions

Investopedia
insurance newsnet
financial advisor
us news & world report
newsday
cnbc

Recent Blogs

June 3, 2024
Longevity in Retirement & What You Should Know

How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy.1 That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy. Let’s explore how understanding longevity could create a positive […]

Read More
May 20, 2024
Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement Dreaming of your retirement often brings images of sandy beaches, extra time with family, or perhaps finally writing that novel. But beyond the peaceful horizon of your post-work years, the dark clouds of healthcare and long-term care costs are gathering. It’s crucial to map out […]

Read More
May 1, 2024
Top 4 Social Media Money Scams & How to Spot Them

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1 There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023.2 And whether or not you’ve seen these cons in action, they don’t look the same today […]

Read More
FOR NEWS AND BLOGS

Subscribe

chevron-upmenu-circlecross-circle linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram