DeSERANNO Wealth Planning specializes in Financial Life Planning and Investment Management for individuals and families. Our clients represent a wide variety of ages, stages and lifestyles. They include young professionals, working parents, business owners, single parents, empty nesters, divorcées, retirees and widows. We also provide financial advice for non-profit organizations and other institutions.

We work with our clients to address the financial issues that keep them up at night — and to chart a clear course to financial security. We help clients answer questions such as:

• “Do we have enough to sustain our current lifestyle?”
• “How should we be saving to send our kids to college?”
• “Should I sell my business?”
• “Do we need more life insurance, or do we have too much?”
• “Should I accept my employer’s early retirement offer?”
• “What should I do to protect my portfolio from another market crash?”
• “Am I paying more in taxes than I should?”
• “How can I possibly handle financial matters that my spouse used to take care of?”
• “How will I have enough money to realize my retirement dreams?”
• “How much am I actually paying for financial services?”
• “Is it time to redo my will?”
• “How can I ensure that I leave a legacy for my loved ones and favorite charities?”