Primary Contact:
Peter Loftus
570.820.0121
ploftus@parentenet.com
Retirement & Estate Planning
Tax Services
Compensation & Employee Benefits Tax Services
Corporate Tax Compliance Outsourcing
Primary Contact
Peter Loftus
570.820.0121
ploftus@parentenet.com
Brochures (PDF)
Be Wise Beyond Your Years…
You’ve worked hard. We understand how important it is that you leave a solid legacy.
Few people like to think about it, but planning for your retirement and your family’s future well being is an important, meaningful endeavor. It requires foresight, skill and a thorough understanding of your assets and finances.
Taking the time to develop a specific plan actually gives you the opportunity to manage your legacy and to prepare for the well-being of your family and other beneficiaries. These decisions have a considerable impact on you and those around you. It’s paramount that you work with someone you can trust, someone whose experience and knowledge is far-reaching.
Parente Randolph’s team of professionals takes a holistic approach to retirement and estate planning. We review your entire financial situation and then work one-on-one with you to identify requirements and goals. We’ll help determine your asset ownership and liabilities, review your existing will and related documents, project the value of your potential estate, and analyze your retirement plan and death benefits.
From this precise examination, Parente Randolph can develop a coordinated plan that meets your stated objectives. Together we can help you implement any recommended actions.
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