ABOUT
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 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.
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:
As an independent wealth manager, Carolyn serves high income and business owners in the following:
Annuities and Life Insurance
Annuities and Life Insurance
Business Continuation Planning
Business Continuation Planning
Business Succession Planning
Business Succession Planning
Comprehensive Financial Planning
Comprehensive Financial Planning
Estate Planning
Estate Planning
Investment Portfolio Analysis
Investment Portfolio Analysis
Business and Individual Tax Planning
Business and Individual Tax Planning
Tax-Sensitive Investment Analysis
Tax-Sensitive Investment Analysis
Health Insurance Planning
Health Insurance Planning