OUR Services

We also offer Roth Planning Specials and Social Security Optimization upon request. If you would like to inquire about either of these services, click the button below to be redirected to our ‘Contact’ page.

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about Steve Gaito, cfp®

The Tax Shield Program


Long-Term Care Planning

Retirement Income Planning 

Retirement Tax Planning

Still Have Questions?

Need a little guidance from a CERTIFIED FINANCIAL PLANNER™? Get in touch and I will be glad to help you determine if we’re the right option for your needs —no obligation, no commitment.