Elizabeth Buffardi (CFP®, CPA)
Elizabeth Buffardi focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Can you answer any of these questions as “yes”?
1. *Are you worried that you are not where you are supposed to be financially?
2. *Are you overwhelmed with all the decisions you have to make financially?
3. *Is talking finances like speaking a foreign language?
At Crescendo Financial Planners, Inc., we are comprehensive planners, which means we look at all the parts of your financial life, such as investments, budgets and savings, insurance, estate plans, retirement goals, etc. We take a big picture view of your financial life, while still paying attention to all the details.
Crescendo is also a fee-only firm. This means that the fee you pay is the only way we are compensated. We do not take or receive any commissions. The advice we give you is based on what you need, and not on what we receive.
We act as your financial translator when there are things that don’t make sense. We work as your financial Maestro to make sure all the parts of your financial life are working together. We want you to achieve your goals. We are here to help you reach them.
Additional Information
I love music (hence the name of my business), travel and photography. I am a member of the Alliance of Comprehensive Planners.NAPFA Start Date
April 08, 2014
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