Tony Sergio has been in the financial services industry for 30 years. He received his LUTCF designation from the American College in 2002. Tony focuses on developing relationships with clients to gain a clear understanding of their current and future financial needs. His passion is working with businesses and families who have a strong desire is to maintain a level of financial security for themselves and the people they care about. His belief is that having a strong financial strategy is key to paving the way for a successful retirement. Some of these strategies include investment portfolios, estate and tax planning, protection products where needed, and succession planning for business's.
Part of Tony's strategy involves determining what the client pictures their future and retirement will look like. Our success comes from treating everyone as individuals, and by tailoring there financial needs to their specific situation. Most clients have a plan to accumulate wealth, but few have a successful plan to distribute money and create income for retirement with out the concern of running out.
Ultimately, the real benefit for Tony's clients is to help them meet their financial goals, protect their families and enjoy their life with financial confidence. Part of his process is to maintain up-to-date knowledge of the industry to ensure that he is providing a financial plan that is designed to fit his clients specific needs.