Broker Check

Financial Planning

At Tomasetti Investment Group, LLC, Dave builds sound financial plans based on his clients' goals and their desired direction in life. He uses industry leading financial planning software when preparing plans for clients. He customizes his plans, as no two people have the same financial situation. He'll monitor and update his clients' financial planning in real time. Because of this, once a plan is implemented there is on-going analysis, monitoring and reassessment. So when circumstances change, whether internal to the client or external from world events, we can adjust accordingly. Real-time updates help to ensure that our advice and planning is working effectively and that potential gaps are consistently being identified and addressed.

Dave will walk you to and through retirement, so that you'll meet the goals that you want to achieve. That's what he does.

What he can do for you:

  • Retirement Planning
  • Lifestyle Planning
  • Education Planning
  • Cash Flow Planning
  • Estate Planning and Wealth Transfer 
  • Tax Planning