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Helping You
Reach Your Dreams

Helping clients pursue their business, personal, and family goals.

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"In the service of others we cannot fail."

- Craig Martucci | Founder

Cradle to Grave Fiduciary Financial Advisors


Financial Planning

Financial Advisors recommend and manage investment porfolios tailored to each of their clients risk tolerance, time horizon, and financial goals.

investment
management

Financial Advisors help people open retirement accounts (e.g. 401(k), IRA, Roth IRA, SIMPLE IRA), to create future withdrawal strategies to maximize income and tax effeciency in retirement.

Estate Planning

Financial Advisors recommend appropriate estate planning tools and strategies, such as wills, trusts, and powers of attorney. They help ensure client assets are distrubuted according to their wishes and to minimize estate taxes. 

Education & Guidance

They build relationships through the education about financial concepts, investment strategies, and market trends to help clients make infomed decisions. It is done through on going guidance and support through the process established by the financial advisor and client.

 

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 Your Team

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Who you work with
makes a difference.

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Step 1:
Schedule a Call



Step 2:
Build Your Plan



Step 3:
Enjoy Life