Benefit plan professionals for Urologists
Many advisors work with retirement plans, but the Fiorillo Financial Strategies Group understands the special need of the Urology practice.
Call schedules, early morning surgeries, limited time to think about – much less do – everything that is needed for you and your practice to get everything possible from your money.
We are on call. We will talk with you on weekends, evenings, early mornings – we fit our practice to your schedule.
We are on the ball. We follow up with your CPA to get your taxes done we get your mortgage re-financed, we manage your assets to help keep you on track for your goals
We do it all. We involve your spouse or partner in planning and financial decisions, and provide individual portfolio management and goal planning and management services within 401(k) plan structures.
We stay on top of your financial life. We cajole. We remind. We NUDGE. Whatever it takes.
Contact us and let’s get started.