Bob Crosetto

Background

About Bob Crosetto

I have been in the life insurance business for over 50 years and am skilled at bringing experts to the table to help clients structure their unique legacy plans. Every situation is different but the goals are similar from saving on taxes, maintaining a lifestyle and providing for the future. “In America, there are two tax systems: one for the informed and one for the uninformed. Both systems are legal. Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury.” -Judge Learned Hand Making sure you are optimizing your lifestyle today, while simultaneously preparing for tomorrow’s needs (such as retirement), isn’t easy. Have you saved enough money? Are you overpaying taxes each year unnecessarily? How much can you take out each year in retirement without running out of money? Will you be able to leave something to your kids or favorite charity? How do you coordinate your estate and legacy planning needs with the needs of today? Regardless of whether you are a business owner, executive, or a W-2 employee, my passion is to worry about your finances, so you don’t have to! Having helped numerous clients with their financial needs over the course of my career, I have built a unique expertise surrounding tax-advantaged strategies so you can:**Grow your wealth for the future **Access it today as needed **Protect it from the various risks and threats that can derail your hard-earned wealth if you’re not careful. When you’re ready to learn more about how I can help you with your investment management, financial planning, retirement planning, or tax reduction strategy needs, feel free to send me a message here on LinkedIn!