Our Services

Financial Services

Evaluating your financial posture takes a multidisciplinary approach. We not only review the quantitative aspects of your planning but listen carefully to your concerns, goals, priorities and plans for the future. In an ever changing financial and tax environment it is important that periodic reviews and reassessments are done to provide a high level of confidence that your current financial plan meets current objectives and assumptions

SERVICES PROVIDED

Life Insurance Audits
Disability Analysis
Long Term Care Feasibility Review
Capital Needs Review

Retirement Feasability Analysis

Qualified Plan Design Optimization
IRA/Retirment Plan Distribution Planning

Business Succession/Exit Planning

Business Exit Strategies
Key Employee Benefit Planning
Retirement Plan Audit and Update
Profit Sharing/401 K Plans
Employee Benefit Planning
Employee Incentive Plans

ESOP Feasabilty Analysis

Estate/Wealth Distribution Planning & Optimization

Wealth Accumulation Planning

Estate Freeze Audit for Future Planning

Multigenerational Transfer Planning

Philanthropic Planning

Vincent J. Gallo & Associates, Inc.

Circular 230 Disclaimer

In conformity with U.S. Treasury Department Circular 230 the documents contained in this website and any tax advice contained herein is not intended to be used, and cannot be used, for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code, nor may any such tax advice be used to promote, market or recommend to any person any transaction or matter that is the subject of these documents. The intended viewers are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of these documents

Vincent J. Gallo & Associates, Inc.

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