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Financial, Tax and Estate Planning

Estate Planning
Estate planning involves conscious planning and decision making to efficiently transfer assets to future generations at the lowest possible tax burden.

Mr. Delisi is certified and nationally recognized as a Certified Estate Planner. He is a member of the National Alliance of Trust and Estate Professionals.

Estate planning involves titling of assets, current and future trust establishment, and gifting. Through consultation between our firm professionals, bank trust departments, and legal counsel, a plan is developed for our client. A plan is tailored to the client's particular desires, needs, and goals.

Financial Planning Services
Our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Michelle's Test Site can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Tax Planning and Return Preparation Services
We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.