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Financial Planning Services

At William R. Pintaric & Associates, we help you identify, clarify and quantify your financial goals.

What is Financial Planning?

In general usage, a financial plan is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict future income, asset values and withdrawal plans.*

What do we mean by quantifying your goals? If your is to save for your child’s college education, we estimate how much will it cost when that time comes, and how much will you need to put aside to have a reasonable expectation of having enough. If you want to retire someday in the future, we help you determine how much will you need and when will you need it, and more importantly how do you get there from here?

*According to Wikipedia




Mutual Funds


Managed Accounts

Variable Annuities

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Financial Planning

Retirement Plans

401(k) Planning

403(b) Planning

College Savings Plans

Estate Planning

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Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Fixed Annuities

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.