Scarpetti & Scroggins provides clients with the financial confidence and assurance that comes from good retirement planning as part of our retirement-based financial services, some of which include:
Retirement and Financial Planning
- Annuity and Pension Planning
- Accumulation and Distribution Planning
- Income Planning
Estate Planning
- Will and Trust Planning
- Life Insurance
- Charitable Gifting
Situational Planning
- Tax Preparation and Counseling
- Disability Insurance
- Long Term Care Insurance
- Military and Veterans Benefits
Business Planning
- Continuity, Succession and Buy-Sell Planning
- Defined Benefit and Deferred Compensation Programs
Investment Advisory Services*
- Accumulation Planning and Portfolio Management
- Equities/Stocks, Mutual Funds, and Options
- Fixed Income: Corporate Bonds, Municipal Bonds, Agency and Government Bonds
- Asset Allocation and Management Strategies
- Sophisticated Portfolio Monitoring and Reporting
- Performance Measurement and Analysis
- IRA plans
- Consulting Services: Individual, Corporate, and Institutional
- Tax Sensitive Asset Management
- Lifestyle Management
- Family Continuity and Educational Planning
- Fee Based Services
- Cash Flow Management
*Loretta Scarpetti-Scroggins is an Investment Advisor Representative of, and Investment Advisory Services offered by, Aventura Capital Management, LLC an SEC Registered Investment Adviser.
Main Office Location: 2875 N.E. 191st Street, Suite 524 Aventura, Florida. 33180. Phone: 866-466-0467 Fax: 305-675-3369. Please visit www.aventuracap.com for important securities-related disclosures. Aventura Capital Management, LLC (affiliated entities) are not affiliated with Scarpetti and Scroggins Financial Services.
