Schedule your first meeting right now:
If you don’t wish to schedule a meeting online, you can contact us directly via phone or fill out the contact form below. We look forward to working with you.
Making a Charitable Contribution
How Much Do You Really Know About Extended Care? Sgroi Financial Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Why, exactly? Donating...
What Do I Do With All of This Money?
What Do I Do With All of This Money? Sgroi Financial Here’s a scenario for you. You pick up what appears to be a lottery ticket. You check the numbers for a laugh and discover a winning combination, offering you millions of dollars in prize money. What are the...
Retirement Questions That Have Nothing To Do With Money
Retirement Questions That Have Nothing to Do With Money Sgroi Financial Retirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here are some...
Making Decisions About Life Insurance
Making Decisions About Life Insurance Sgroi Financial Man is Mortal. That makes life insurance a little unique and interesting, doesn’t it? We purchase things like health insurance, car insurance and home insurance, then hope we never have a need to use them....
Client Login