Initial Zoom Consultation with Amanda Pecot, AIF®, CDFA®
30 minutes
As a Senior Investment Advisor and Financial Planner, Amanda specializes in the following areas when working with her clients:
• Investment portfolio design
• Retirement accumulation and tax-efficient distribution planning
• Real estate portfolio analysis
• Family and college planning
• Loss of spouse and family transitions
• Divorce financial planning and Moore-Marsden calculations
• Veteran and military benefit maximization
Initial Zoom Consultation with Lily Fallah, ChSNC®
30 minutes
As a Chartered Special Needs Consultant, Lily specializes in working with families with special needs. Her desire to help others extends to all client interactions including:
• Special needs financial planning
• Tax strategizing & positioning for sale (Business Owners)
• Tax-efficient retirement saving & distribution planning
• Milestone planning for young professionals and families
• Analysis of current & future real estate investments
• Tax-efficient wealth transferring
• Investment management and portfolio construction
Initial Zoom Consultation with Chelsea Newell, FBPS™
30 minutes
Since 2011, Chelsea has been working in the financial service industry. Chelsea's experience extends to the following areas:
• Retirement accumulation and distribution planning
• Real estate acquisition
• College planning
• Minimizing the tax impact of stock compensation (RSU, ISO, NQ, ESPP)
• Maximization of military benefits
• Tax mitigation strategies for business owners
• Investment management & portfolio construction