Speaker of the Week

Thursday October 25th, 7AM.

Steven Troccoli

Steven Troccoli

Steven J. Troccoli, MBA, ChFC®, CFS®, CRPC® | Financial Advisor
An Ameriprise financial Services® practice 
 
NYC Phone: 212-977-3111 Fax 212-977-4888
Westchester Phone: 914-968-1234
 
Email: steven.j.troccoli@ampf.com

 

The Financial Planning Process:

-Develop a clear picture of your current financial situation by reviewing your income, assets and liabilities and evaluating your protection coverage, investment portfolio, tax exposure and estate plan.

-Establish and prioritize financial goals and times associated with the achievement of them.

-Implement strategies that address your current financial weaknesses and build on your financial strengths

-Choose specific products and services that are tailored to meet your financial objectives.

-Monitor you plan making adjustments as your goals, time frames and/or circumstances change.

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