Summer is coming down the home stretch now but there is still time to use our mid-year tax planning service to make sure you are on track heading into year-end. Tax season 2018 does not officially end until October 15, 2019 so if you haven't done so already, please get us any missing information that was requested by September 1, 2019. The laws are still changing so be sure to follow us on Twitter @gallipoliwealth or "like and follow us" on our Gallipoli Wealth Management Facebook page. We hope you see the value in working with us to pursue your financial goals. We remind you that our firm has proudly served the Jersey Shore and its surrounding areas for over 40 years. Lou Gallipoli, Sr. built the firm based on trust and integrity. Our firm specializes in wealth management, tax planning and income & estate tax preparation.
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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Estimate how much income may be needed at retirement to maintain your standard of living.
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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Principles of Preserving Wealth
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$1 million in a diversified portfolio could help finance part of your retirement.
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