Services

Vincent M. Barone specializes in understanding the needs and financial concerns of individuals and business owners.  He works with individuals to develop and implement creative, customized strategies to help them accomplish their financial goals.

In addition to his in-house services, Vincent maintains strategic partnerships with individuals and firms across the nation to help ensure that his clients have access to a wide array of talented and creative minds to address their financial concerns.

Individual Services

ü      Financial Consulting

ü      Investment Review & Analysis                     

ü      Asset Monitoring

ü      Estate & Legacy Planning         

ü      College Funding Strategies        

ü      Retirement Consulting

ü      Retirement Distribution Strategies                    

ü      Tax-Advantaged Strategies        

ü      Insurance Planning & Risk Consulting

Business Services

ü      Succession Planning

ü      Retirement Consulting

ü      Key Executive Retention & Reward Plans

ü      Deferred Compensation Plans

ü      Qualified Retirement Plans

ü      Employee Benefit Plans

ü      COLI, BOLI, & ESOP services

ü      Group Health Insurance Plans

ü      Voluntary Employee Deduction Plans