Broker Check

Bonanno Financial Advisors, LLC - Colonie, NY

Call Us: (518) 438-1835

 

Services

COMPREHENSIVE FINANCIAL PLANS

  • Analyze and Evaluate Current Financial Status
  • Develop & Present Plan and Recommendations
  • Implement Recommendations
  • Ongoing Monitoring

RETIREMENT PLANNING

  • Asset Allocation/Investment Analysis
  • IRAs - Traditional, Roth, Simple, SEP
  • 401k, 403b Plans
  • Profit Sharing Plans
  • Required Minimum Distribution at Age 70½
  • IRA Distribution Planning

INVESTMENT PLANNING

  • Institutionally Managed Investment Programs
  • Tax Managed Investment Programs
  • Separately Managed Accounts
  • Mutual Funds, Exchange Traded Funds (ETFs)
  • Annuities - Fixed, Variable, Immediate
  • Coordination of Investment Portfolios

ESTATE PLANNING

  • Comprehensive Estate Tax Analysis
  • Maximizing Federal Unified Credit
  • Irrevocable Life Insurance Trust (ILIT) Funding

BUSINESS PLANNING

  • Business Succession Planning
  • Key Executive Benefit Plans

INSURANCE PLANNING

  • Life Insurance
  • Long Term Care Insurance
  • Long Term Disability Insurance
  • Family Needs at Death