Salvatore Bonetti, Financial Advisor, Insight Folios/ Charles Schwab

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I d

evelop on their behalf. My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and help meet unforeseen expenses and income demands that may arise during retirement. Fee based financial planning and investment advisory services are offered by Insight Folios Inc, an SEC Registered Investment Advisor. Insight Folios Inc may only transact business in those States in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Securities are offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Insight Folios are not affiliated companies. Salvatore Bonetti is an Investment Adviser Representative of Insight Folios Inc.