Programs Available
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Programs Available
Financial Planning "STEP BY STEP"
A comprehensive financial plan designed to assist clients with identifying
concerns and implementing programs to achieve stated objectives.
Insurance Planning "STEP BY STEP"
A review of current insurance plans and insurance needs to make sure
coverage is adequate and policy type is appropriate.
Estate Planning "STEP BY STEP"
A comprehensive Estate Planning package allows you to choose the level of
plan you desire.
Level 1 Estate Preservation:
Desire to pass your estate to the next generation without erosion of the wealth by tax,
fees, or delays.
Level 2 Asset Protection:
Desire to protect assets from liabilities, lawsuits, IRS, divorce and bankruptcy.
Level 3 Leveraged Wealth:
Desire to use more advanced concepts to multiply wealth.
Most planners are Level 1 planners at best, whereas Vince Crescenzo is a
Certified Estate Planner, CEP, and he is capable of advising you at all three
levels of your customized Estate Plan.
COPPER PLUS
"Corporate Owned Pension Plan ERISA Review"
This comprehensive program is one of our flagship offerings and consists of a 5 step review
program for companies offering qualified plans.
"Plus"
Additional fringe benefits designed to cater to corporate executives and business owners.
Financial Planning "STEP BY STEP"
A comprehensive financial plan designed to assist clients with identifying
concerns and implementing programs to achieve stated objectives.
Insurance Planning "STEP BY STEP"
A review of current insurance plans and insurance needs to make sure
coverage is adequate and policy type is appropriate.
Estate Planning "STEP BY STEP"
A comprehensive Estate Planning package allows you to choose the level of
plan you desire.
Level 1 Estate Preservation:
Desire to pass your estate to the next generation without erosion of the wealth by tax,
fees, or delays.
Level 2 Asset Protection:
Desire to protect assets from liabilities, lawsuits, IRS, divorce and bankruptcy.
Level 3 Leveraged Wealth:
Desire to use more advanced concepts to multiply wealth.
Most planners are Level 1 planners at best, whereas Vince Crescenzo is a
Certified Estate Planner, CEP, and he is capable of advising you at all three
levels of your customized Estate Plan.
COPPER PLUS
"Corporate Owned Pension Plan ERISA Review"
This comprehensive program is one of our flagship offerings and consists of a 5 step review
program for companies offering qualified plans.
"Plus"
Additional fringe benefits designed to cater to corporate executives and business owners.
Securities and advisory services offered through Centaurus Financial, Inc.,
member FINRA and SIPC, and a registered investment advisor. This message is
intended for residents of the United States of America in certain states only.
Please check with us to ensure we are registered in your state.
Crescenzo Financial, Inc. (CFI) and Centaurus Financial, Inc. are not affiliated.
member FINRA and SIPC, and a registered investment advisor. This message is
intended for residents of the United States of America in certain states only.
Please check with us to ensure we are registered in your state.
Crescenzo Financial, Inc. (CFI) and Centaurus Financial, Inc. are not affiliated.