Joseph Tarantino, CFA

Description

Joseph Tarantino, CFA
Chartered Financial Analyst B.A. Economics, Accounting As an advice-only professional, I provide advice on an hourly or retainer basis only. I do not profit from referrals or from the sale of any financial products. I am therefore objective and have no conflict of interest in advising you on a personal financial plan or any part of one. I am pleased to offer an initial complementary half-hour telephone consultation. I am also happy to arrange meetings at your home or office anywhere in the GTA. The services that I offer include: FINANCIAL AND TAX CONSULTATION Charged on an hourly basis, consulting entails answering any questions you have or discussing any topic of interest to you, such as: - How do I start a savings program - How do I start investing - What saving and investing vehicles are available to me - Who provides such services - What are the pros and cons of the many saving and investing vehicles available - What are the stated and hidden costs of making use of such vehicles - What are the pros and cons of incorporating my business - What are holding companies - And more PERSONAL FINANCIAL PLANNING A Personal Financial Plan can encompass one or more of the following: - A detailed analysis of your saving and investing objectives, short term, medium term, long term or retirement - A detailed analysis of the sum of money necessary to realize your goal - A detailed analysis of current and future income and expenses - A detailed budget to find and allocate the funds needed to reach your goal - A detailed saving and investing plan the will minimize costs and maximize returns without taking undue risks.