Todd Calamita (CDFA, CFP®)
Todd Calamita focuses in the
following client markets or areas of practice:
- College/Education Planning
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- College/Education Planning
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
We help people age 50+ retire successfully.
Have you diligently saved $1million (or more) in retirement savings, but have questions.
As a comprehensive financial planning firm, we specialize in helping people over age 50 retire successfully - reduce taxes, invest smarter and optimize income.
Talk with a Certified Financial Planner®.
What you will receive?.
? Know where you’re at now (Financial Summary) ? Know when you can retire (Cashflow Analysis) ? Free Game Plan (Primary Action Steps) Step 1: Discovery Chat A no-obligation 20 minute conversation with a Certified Financial Planner® to: 1. See if we're the right fit for you 2. Tell us what's on your mind 3. Understand your goals No hard sell. No pressure. Step 2: Free Assessment Excellent, we're a match! Next, we'll create you a personal retirement assessment (for free). This will include: 1. Core Four Analysis™: Cash Flow, Tax Planning, Investment Positioning and Estate Preservation 2. Modeling key 'what-if ' scenarios 3. Projected income forecasting 4. Your next actions steps Step 3: Your Journey Begins We'll work with you step-by-step to retire successfully. We will provide expert guidance for this journey, including: 1. Creating a strategy for a reliable income stream from your retirement savings. 2. Reviewing your financial plan and personal circumstances to maintain the optimum path to get there. 3. Manage your risk minimization strategy 4. Provide ongoing tax planning to minimize taxes throughout retirement. A link to schedule a brief introductory call can be found here: https://calendly.com/calamitawealthmgmt/brief-introductory-conversationAdditional Information
How much do I need to retire? Our retirement planning services give you the confidence and clarity to retire without running out of money.
How can I reduce my taxes in retirement?? Without paying careful attention to taxes, your wealth could be unnecessarily eroded now and into retirement. How should I invest my money in retirement?? Our investment philosophy prioritizes maintaining your lifestyle in retirement regardless of market corrections and economic turmoil.NAPFA Start Date
November 06, 2015
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no assurance that you will experience a certain level of results or satisfaction if you
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