Thank You for Stopping!
I am Nick Casagrande.
As a financial planning adviser and an Enrolled Agent, I offer full-service wealth management guidance for individuals, families, and businesses in the following areas:
Taxes - Investments - Insurance - Retirement - Real Estate
These areas are interdependent thus my practice is built upon understanding the interaction between these areas so that we can design the right plan for you.
It is important to feel confident in your financial plan and future. When I meet with you, I listen, I learn, I understand. We then work together on the appropriate plan whether to address a family situation, an approaching retirement or a change of path.
I look forward to the opportunity to work diligently on your behalf to help manage, protect and grow your wealth. Please do not hesitate to call or email me. Here's our brochure
Thank you.
-Nicholas Casagrande, EA
Forms
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Newsletters
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Steps to Help Lower Capital Gains Taxes
Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.
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Technology Trend: How Blockchain Could Impact the Future
Businesses and governments are exploring blockchain applications as they seek to improve transparency, increase productivity, and reduce costs.
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Taking a Team Approach to Retirement Savings
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
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Watch Out for Scams That Target Businesses
Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.