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About Our Financial Business

At Califano Financial Group we appreciate all the hard work and sacrifices behind your success. We understand that your achievements did not come easily or by luck, that protecting and growing the value of your assets is extremely important to you and your family. That is why no one is more qualified to make decisions regarding your financial future than you.

However, what if you have not been given the whole picture or the necessary tools to make educated decisions? When you consider the complex nature of modern business, finances, taxes and investments, and when you examine the needs of each individual you begin to realize how these factors must work in unity to achieve desired results. Thus a certain degree of knowledge and skill is essential in formulating investment and business plans in an attempt to achieve a higher rate of success. At Califano Financial Group, we are dedicated to providing superior service and innovative strategies to meet your estate, investment and business planning needs.

What We Do

Here at Califano Financial Group we understand that no two individuals have the exact same goals, and no two financial plans are identical. Financial planning is a purposeful, on-going process that identifies personal, financial and legal goals.

In order to make appropriate decisions regarding your financial health it may be useful to perform a comprehensive inquiry into the events and insights that have led you to where you are today. So before we get to the specific goals you want to accomplish, it is helpful to take a step back and look at where you have been so we can develop a clearer picture of where you want your wealth to go. We guide you through discussions so you can identify some of the values and principles that help define your life.

Based on these discussions, a specific financial plan will flow much easier as we will be able to present you with a number of strategies and tools designed to preserve and/or transfer your wealth. While many of these tools can be useful, their real value lies in helping you execute a plan that makes sense for you and your family.

One of the best parts of working with Califano Financial Group is that your relationship with us does not end once we complete our work and you implement your plan. Because your personal situation and objectives are not static, the plan you develop today will rarely meet all of your needs in the future. By periodically meeting with you, we will analyze any changes in your financial situation, evaluate their impact on your current plan, and recommend alternatives as necessary. This often-ignored step is critical to help ensure the long-term benefit of the planning process for you and your family.