Carolyn Muccioli helps accountants and business owners by educating them on the basics of advanced planning, leading them through a process to identify planning opportunities, and providing them with a team of the country’s top specialists to help along the way. Ultimately, this allows the best solutions to get done in the most efficient and risk-free system available.

Carolyn Muccioli holds her Health and Life Insurance licenses along with Certified Long Term Care designation. She has been in the financial planning industry since 2008. She is a Mastermind member of Elite Resource Team providing nationally known specialists to CPAs. Her relationship with CPAs is providing proactive and holistic solutions to CPAs’ clients making the CPAs look like extraordinary heroes.

As an independent wealth manager, Carolyn serves high income and business owners in the following:

Annuities and Life Insurance

Business Continuation Planning

Business Succession Planning

Comprehensive Financial Planning

Estate Planning

Investment Portfolio Analysis

Business and Individual Tax Planning

Tax-Sensitive Investment Analysis

Health Insurance Planning