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Why Nisivoccia

CPAs and wealth managers working together to provide tax-optimized investment strategies.

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How We Help You

We find creative solutions that support your goals today and into the future.

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Individual and Families

We help individuals and families achieve their goals, and manage their challenges.

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Business Owners

We offer financial strategies for all business types.

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Preparing for Retirement

We put the client in the driver’s seat when helping them plan for their retirement.

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Investment Planning

We create plans customized for your unique situation.

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Your Goals are Built into the Plan

A Look at Systematic Withdrawals

A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.

Emerging Market Opportunities

Emerging Market Opportunities
What are your options for investing in emerging markets?

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.

Tell Us How We Can Help You Today

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