Practice Focus

I offer my clients a holistic approach to financial solutions. I can offer a variety of products and services to help fit your unique needs and situation.


Core Fundamentals

Asset Management

Retirement Planning

Risk Management


Employee Strategies

Retirement Plan Consolidations & Rollovers (SEP, Simple, 401K, and 403B)

Pension Payout Alternatives

Pension Transfers & Rollovers


Employer Strategies

Educational Seminars

Employee & Executive Benefits

Retirement Plan Implementation & Management (SEP, Simple, 401K, and 403B)


Investments

Alternative Investments

Bond Portfolios

Equity Portfolios

Mutual Funds


Products

Disability Income Insurance

Fixed and Indexed Annuities

Life Insurance

Long Term Care Insurance


Personalized Strategies

Business Owner Succession Planning

Charitable Giving Strategies

Education Funding

Estate Conservation Strategies

Retirement Income Distribution

Experience & Knowledge Working for You

Contact Us

 

Westchester

 

 

Phone: (914) 400-1800
Phone: (888) 211-8985
Fax: 914-500-2375
E-mail address: Paul@padovaniassetmanagement.com