What would you like to see happen this season?

As you write your next chapter, perhaps you would like to exit a business or a corporate career with your finances in great shape for retirement. Working in conjunction with your accountant and attorney, Candace can help you manage your transition and schedule retirement income in a tax-efficient way.

What good do you want to do in the world?

Perhaps you would like to start a foundation or make charitable gifts. Having worked for a non-profit, Candace understands the mechanics of charitable lead and remainder trusts, donor-advised funds, gift annuities and other methods of philanthropy. You don’t need a fortune to touch hearts and lives.

Today, you can begin arranging your finances to suit your vision of life – what you want to do, what you want to be, and how you want to live.

Begin with a conversation.  

Begin with Candace Cuniberti, CFP®

Enjoy the seasons ahead.