Philosophy
Founder and CEO, Tom Bonvissuto, is a 30-year veteran in the Financial Services industry. In his broad experience, he has found most personal financial planning and financial education incomplete. In your financial world, you probably experience it too – from disconnects between banks, investment advisors, accountants, insurance agents, etc. How do you ensure that your whole financial world is working for you?
Tom has founded Intero Financial Planning, a fee-only, fiduciary firm, to address all the pieces of your financial puzzle, aligning himself with other professionals to meet your needs and answer your questions.
Services
Financial Planning
Financial Planning is the foundation of your financial world. We will address seven main areas of planning: Cash Flow and Investing, Retirement, Company Benefits, Children and College Planning, Estate and Aging, Risk Management, and Taxes. As your life changes, your financial needs change. At Intero, we’re in it with you for the long haul, developing an ongoing, trusted client-planner relationship is our trademark. Financial Planning involves assessing your current financial status, determining your needs and goals, developing and implementing recommendations, providing counsel, and tracking your achievements.
Investment Management
The financial planning process will inform your unique Investment Strategy. We’ll focus on your income needs and sources of income, analyzing your accounts, tax consequences and time frames. Our expertise is in allocating your assets to best achieve your financial goals. Our commitment is to building and managing your investment portfolio according to your comfort level, with a broad view that considers the size of your assets, current holdings, and tax implications.
Financial Education
Recent college graduate entering the workforce? Parent concerned about the cost of college? High school student getting your first paycheck? Intero can help. We offer educational seminars targeted to groups dealing with specific areas of personal finance. Believe it or not, navigating personal finance can be engaging and enjoyable! We’ve developed informative workshops to help you and your family develop financial confidence.
Our Process
Our process begins with a no-obligation, no-fee meeting. We consider this a privilege. We want to learn about you, and your financial challenges and goals. We want you to ask questions about Intero – our process and qualifications.We’ll also discuss long-term investment management partnerships vs. project or one-time Financial Planning.
Whether engaging in a long-term partnership or a specific project, we start by defining your goals and gathering relevant data. After assessing and analyzing, Intero provides recommendations and a comprehensive financial plan.
At Intero Financial Planning, we know that a long-term advisor-client partnership is the key to financial stability throughout your life. In this type of relationship, we not only implement your financial plan and investment strategies, but also monitor your progress, meet periodically, and are accessible to help with your ongoing financial needs and questions.
Bio
tom@interofp.com
410-458-6098