The deadline for filing federal tax returns was midnight last night. Many are exhaling with a sigh of relief while others may be searching for answers and reevaluating their financial strategy for the short and long term. This is an obvious opportunity to make a good review of today’s financial reality to project tomorrow’s path forward.
Barron’s recognized Tom Ruggie and the Ruggie Wealth Management team apply various components of our wealth management approach that come together through a comprehensive suite of services. We analyze your retirement plans and intentions, employee benefits, and estate plan. The results establish a foundation for personalized asset allocation recommendations, as well as specific investment strategies.
We will optimize your financial plan in an effort to minimize your fees, decrease tax exposure, ensure readiness for important milestones including education funding. We also seek to mitigate insurable risks, and maximize the impact of your charitable giving.
Call us today at 352.343.2700. We are here to answer your questions and help you discover options to move forward with confidence in your financial strategy.