DAN TASCIOTTI CFP®, CLU®, ChFC® ,MBA
Financial Advisor
“Emmy-winning Journalist turned Financial Advisor with 30+ years of experience in Retirement Planning.”
Focus: Financial Planning
Skills: Retirement planning. Retirement Income Strategies. Legacy planning, for professionals, corporate executives, business owners.
My early career was spent as an Emmy award winning TV news reporter. For more than 30 years I’ve been a financial advisor, helping people prepare for retirement. I can’t solve every problem, but my experience has given me the ability to explain complex financial choices in plain English.
Retirement planning isn’t easy as the conventional wisdom says. Many “rules of thumb” are just opinions that have little basis in fact. Even big retirement accounts can be damaged by market crashes, taxes, and long life spans. No one wants to grow older and face involuntary spending cuts.
If you are headed toward retirement or hoping to leave money to your family, connect with me. I may be able to help you screen out opinion and make life-changing financial decisions based on facts, not conventional wisdom. I have experience and ideas that may help you protect your money, spend more with less risk, and leave more to your family instead of the IRS.
Languages: English
Licensing information: https://www.tasciottifinancial.com
I am a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). Tasciotti Financial is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. The Retirement Conversation(c) is a trademark of Tasciotti Financial which is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. OSJ: 1000 Corporate Dr., Suite 700, Ft. Lauderdale, FL 33334 954-938-8800
Career Snapshot
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My Approach
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.
This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
Our Six
Step Process
Six clear steps. One powerful strategy for your financial future.
Identify
your unique situation
and goal.
Gather Information
to prepare your strategy.
Managed
Analyze
your current portfolio to identify any gaps that may exist.
Present Strategy
review your goals and discuss recommended strateties
Review
strategies in place so you can make informed decisions & meet goals
Impliment
strategies to help you achieve financial freedom.
Solutions That Have Impact
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
Personal Solution
Protection
- Life Insurance
- Disability
- Income Insurance
- Long Term Care
- Medical | Health | Dental
Retirement
Services
- 401(k)
- 403(b)
- 457(b)
- IRAs
- Roth IRA
- Defined Benefit Plans
Investment Products Services
- Annuities (Fixed & Variable)
- Brokerage
Investments
Estate Planning
- Tax Efficiency Strategies
- Charitable Giving
Business Solutions
Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.
Succession
- Buy-sell protection
- Key person coverage
- Buy-out funding
Qualified Plans
- 401(k)
- Simple/SEP IRAs
- Defined Benefit Plans
Non-Qualified
Plans
- Executive Bonus
- Deferred Compensation
- Split Dollar
Group Benefits
- Health Savings Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Long Term Care
- Disability Insurance
Disclosure:
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*Not all representatives can offer all services listed. Please consult our office for full details. Health & dental insurance offered by unaffiliated insurers.local firms are sales offices of massachusetts mutual life insurance company (massmutual), springfield, ma 01111-0001, and are not subsidiaries of massmutual or its affiliated companies.crn202408-949479
