How does the advisor help clients? – Key Takeaways:
Harry Licursi Tax & Retirement Planning is a highly respected financial expert in the industry, with extensive knowledge and experience in tax and retirement planning. He helps clients successfully navigate the complex financial landscape to make informed decisions about their money and future. Some key takeaways from his services are:
- Customized tax and retirement plans tailored to each client’s unique needs
- Comprehensive financial analysis and goal-setting to create a clear financial roadmap
- In-depth market research and investment strategies to optimize returns for clients
- Ongoing support and guidance to adapt to changing financial circumstances
- Commitment to ethical and transparent financial practices
Facts and Insights:
With over 20 years of experience in the financial industry, Harry Licursi has developed a deep understanding of the complexities of taxes and retirement planning. He stays up-to-date with the latest industry trends and regulations to provide his clients with the best possible financial advice. Licursi has a proven track record of helping clients achieve their financial goals and secure a comfortable retirement.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 20 years |
In addition to managing $50 million in assets, Harry Licursi has a team of 5 experienced and dedicated advisors to assist clients with their financial needs. With two decades in business, Licursi has established a strong reputation and a loyal client base.
Financial Services Offered:
Harry Licursi Tax & Retirement Planning offers a comprehensive range of financial services to help clients build and protect their wealth:
- Tax planning and preparation
- Retirement planning
- Investment management
- Estate planning
- Insurance solutions
- Social Security and Medicare planning
Client Types:
Harry Licursi works with a diverse range of clients, including:
- Individuals and families
- Business owners and entrepreneurs
- High-net-worth individuals
- Retirees
Fees & Compensation:
Harry Licursi operates on a fee-only basis, meaning he does not receive commission from financial products he recommends. This ensures that his advice is always in the best interest of his clients. Fees are based on a percentage of assets under management, and are fully transparent and disclosed upfront.
Background:
Harry Licursi has a strong educational background, holding a Bachelor’s degree in Accounting and a Master’s degree in Taxation. He is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP), demonstrating his expertise and commitment to the financial industry. Licursi is also a member of several professional organizations, including the Financial Planning Association (FPA) and the American Institute of CPAs (AICPA).
Financial Advisor Disclosures to Know:
Harry Licursi and his team at Tax & Retirement Planning strongly believe in transparency and ethical practices. As part of this commitment, Licursi is fully transparent about any potential conflicts of interest or disciplinary events. He has a clean record with no regulatory actions or complaints from clients.