Broker Check

Attendings: Wealth Management

Corto Financial Group offers a wealth management website service that provides visibility into all of your assets in one convenient place. Your personal wealth management website makes getting organized simple. It allows you a private and secure location where account data is updated daily and consolidated into one clear picture.

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This wealth management website provides a single platform for you to view your assets in one place and where we can advise clients on virtually all of their financial matters:

Financial Planning
In order to create a financial plan that best suits your needs, we take the time to understand your goals and values and then develop strategies to help protect and preserve wealth. No matter where you are in life, we can provide guidance, tools, and solutions to help you prepare for life's uncertainties.

Risk Management
Because asset protection, risk management and insurance are critical elements in any financial plan, we review your insurance portfolio regularly and identify the best strategies to help meet your changing needs. We offer a range of insurance solutions from term or permanent life to disability income and long-term care insurance to help protect you from the unexpected.

Estate, Gift & Trust Planning
Estate, gift and trust planning is more than wealth transfer upon death. Integrated estate planning considers your goals and values for a tax efficient disposition of your assets during life and beyond.

Education Planning
A college education is one of the most valuable gifts you can give a child, but it can also be one of the most expensive. We can help you plan for those expensive bills, without sacrificing other important financial goals.

Budgeting & Expense Management
Understanding the relationship between your financial commitments and your cash flow will help us prescribe budgeting scenarios best suited for you and your lifestyle.