Michael R. Vitale, CFP®, MBA
Areas of Experience
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
Qualified Retirement Plans
401(k) Plans
Profit Sharing Plans – age-based, new comparability, etc.
403(b) Plans
Money Purchase Plans
Defined Benefit Plans
Target Benefit Plans
Non-Qualified Deferred Compensation Plans
Employee Benefits
Education Seminars/Workshops
Group Life
Group Disability
Cafeteria Plans
Financial Planning for Businesses**
Key Person Planning
Buy/Sell Arrangements
Business Insurances
Financial Planning for Individuals**
Asset Allocation
Education Planning
Tax Planning
Retirement Planning
Estate Planning