Custom Wealth Financial Plan

Looking for answers to your retirement questions during these troubling times?

 

We're here to help.  David Burgio, CPA, PFS, with Custom Wealth Strategies is temporarily offering access to our financial planning software, as well as a complimentary consultation.  Some topics we can assist with are:

 

  • Building a sound financial plan for you and your family
  • Investing in today’s market
  • Social Security
  • 401(k) and IRA guidance

 

In the effort to stay safe and maintain social distancing practices, we are hosting all meetings via phone conferences and/or web conferences. To sign up, simply fill out the form to the right on this page.  Our office will then reach out to provide instructions and schedule a time for your complimentary consultation.

Custom Wealth Right Capital Form

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