Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Achieving financial security takes more than creating a plan; you also have to take action on it and adjust it over time. Together, we’ll create a timeline to help address your needs and execute the steps necessary to respond to whatever life brings.
“Our team is committed to empowering others to see and create possibilities for themselves and those they care deeply about”
-Jimmy Joseph Cusimano
Fee-Based Planning
As a fee-based financial planner, I am compensated for the time and expertise put into designing and creating your personal financial plan. Under this fee structure, I have a responsibility to ensure your interests and goals are always put first.
To learn more, click here.
Financial Planning for Business Owners
If you own or operate a business, Jimmy Cusimano recommends the following articles:
Click here for additional resources.
With a focused expertise on the business owner, Jimmy Cusimano can provide guidance for any stage of your business:
