Thank You for Stopping!  I am Nick Casagrande.

As a Financial Planning Advisor 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.

Resources

• Returning Individual Client Engagement Agreement -- Read, fill in the requested information. This will be emailed to us & signal the start of your tax prep.
• Returning Business Entity Client Engagement Agreement
• NEW Individual Client Tax Services Engagement Agreement - if we've not worked together before - use this agreement. Read, fill in the requested information. This will be emailed to us & signal the start of your tax prep.
• NEW Business Entity Client Engagement Agreement
• Tax Service Rates, Forms - 2022
• Tax Organizer - Please Download, Save & Work on overtime to complete your taxes.
• Send Us Your Tax Files