Iannuzzi Manetta and Roman Batschynsky, CFP® of Oakwood Financial Network, LLC offers comprehensive tax and accounting services, and expanding to assist with your wealth planning needs.
Roman takes a hands-on approach to the investment planning process, providing comprehensive guidance, up-to-date information, and customer care in every phase of the clients’ goals and objectives. We have placed a major emphasis on educating retirees (and those preparing for retirement) on how to protect their assets, organize, and create a plan utilizing tax advantaged strategies in combination with time horizon and lifetime needs. Helping clients prepare and develop a multi-level retirement approach including pre-tax, after-tax, and tax-efficient portfolios for a more tax efficient distribution plan is a key component and focus with our pre retiree clients, as well as addressing estate planning concerns for life’s unexpected events.
“We work with successful clients that are interested in holistic planning, realizing that investments are only a part of the conversation. Tax efficient income distributions along with wealth preservation and transfer remain to be a key focus with our retiree clients. We pride ourselves in developing long term relationships with our clients other trusted professionals to develop a sound plan for Accumulation, Preservation, and Wealth Transfer.”
We would strongly encourage you to visit www.oakwoodfn.com for a list of services provided.
During a 45-minute consultation, Roman will review your financial situation, including investing basics, insurance options, estate / retirement planning and other topics that may be on your mind.