Our Services

C.L.A Wealth Strategies, LLC focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understand your personal needs allows us to create a customized wealth management strategy aligned with your short and long-term objectives. And, by building a  lasting, personal relationship with you, we are able to help you anticipate and plan for the future.

Strategies for your wealth management needs. 

Over the past 20 years we have developed a referral network of specialists to help accommodate any Financial, Tax-related or Legal factor we may need to help create your personal Financial Strategy. Based on our discovery process, we work with you to build an appropriate plan that supports your objectives. We work with this end result in mind and through regular monitoring apply and adjust it's components to help keep you on track.

Your Financial GPS. Recalculating !!

What is important about our approach is that we realize we need to be with you for the long term. Just like the Navigation system in your car, your route may need to be "Recalculated" every once and a while. That may be due to an additional stop, road construction underway, or maybe even a decision to adjust your entire destination. The important point is that we plan for you as though we will be there along the way.

Our services and strategies include:

*Small business strategies-- Buy/Sell agreements, retirement plan selection, employee benefits

*Investment planning--risk awareness--Tax conscious--focused on real return

*Risk management and Insurance--Life, Disability, Long Term care, Key Man, Non-qualified executive plans

*Retirement income strategies--helping you enjoy the assets you have accumulated

*Estate Planning--helping you, your heirs and your special charities plan to enjoy your wealth, tax efficiently 





 

 

 

Ciro Longobardi

LPL Financial Advisor

(203) 234-6378
Send an Email

 

 

Our Products & Services

We provide assistance in the following areas:

 

Investments

 
  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity




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 Financial Planning
  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans




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Insurance

 
  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance




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