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Financial Advisors #financial #network #of #america, #fna #wealth #management, #personal #finance, #financial #advisors

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Things we’re really knowledgeable about .

Our advisors at FNA Wealth Management are prepared to work with you in building your strong investment foundation. From setting goals and creating a budget, to choosing retirement options and helping to grow your wealth, our advisors’ priority is getting to know you, your circumstances and your goals. We’ll be there when you need us, for every step of your growth, guiding the decisions that begin and end with you.

We should note that our FNA X-Press Deferred Comp team are very knowledgable at what they do! Learn more -›

Planning .

The foundation for investing starts with effective financial planning. Our advisors begin by gathering information—from establishing a budget and gathering financial records, to knowing your net worth.

The more insight our advisors have into who you are, the more successful they will be in helping you reach your goals. As always, an honest evaluation is essential to identifying financial tools that will benefit you the most. At FNA, honesty is in all we do.

Managing .

It may surprise you to know that, according to records, 75% of all estates do not have the necessary cash. Our advisors can help you to avoid negative statistics by developing a plan to help protect and preserve your assets.

Working with FNA to create an estate management strategy now allows you to help maximize value and control in the future. And really, who better to make vital decisions about your wealth and resources than you?

Growing .

When planning for retirement, it is prudent to investigate all options at your disposal. Some may involve you alone, others may also draw from your employer. Annuities, 401(k)s, IRAs—these can be deep waters.

Whatever the case, as an advancing investor, you will likely seek help from an expert. The advisors at FNA are ready to help. From accumulation to distribution, they ll be there to help you grow your assets and secure your wealth.

  • The four most dangerous words in investing are: ‘this time it’s different’. Sir John Templeton
  • Budget: a mathematical confirmation of your suspicions. A.A. Latimer
  • I put a dollar in one of those change machines. Nothing changed. George Carlin
  • Bills travel through the mail at twice the speed of checks. Steven Wright
  • Money is better than poverty, if only for financial reasons. Woody Allen
  • Every day I get up and look through the Forbes list of the richest people in America. If I’m not there, I go to work. Robert Orben
  • Business is the art of extracting money from another man’s pocket without resorting to violence. Max Amsterdam

Some friendly people you should know .

You spend your life working hard. It’s our job to help you protect your success. Check out our advisor profiles and find out just how much we can help. Any and all questions are welcome. Together, we can design your future.

Joe Randazzo, JD * CFP ® .

Armed with a powerful arsenal of experience and formal education, Joe helps clients to invest intelligently. Drawing on his legal training and experience in taxes and estates, along with his certification in financial planning, he can approach every client scenario from a holistic perspective. Building up trust, breaking down worry, building wealth always keeping it friendly. More -›

* Legal and tax services are not offered through, or supervised by Lincoln Investment or Capital Analysts.

Sal Catalano .

Anchored by a premium base of insight and skill, from financial planning to estate and retirement management, Sal is the real deal. Decades of experience and genuine concern inform his outlook. Whether aiding public employees, business owners or neighbors, he wears his knowledge on his sleeve. Education is his focus, deepening his clients’ insight is his goal. More -›

Suzanne W Lipps .

With nearly 3 decades’ experience, Suzanne is a retirement planning professional. Specializing in deferred compensation, working extensively with public employees. Her goals revolve around her clients, enjoying making people feel confident in their future. And taking a personal, detailed approach, Suzanne builds lasting relationships with client goals clearly in focus.

William Matejka, AAMS ® .

Craftsman and teacher at his core, Bill is centered on building client knowledge, and helping form and secure their vision. His method is adaptable and comprehensive, tapping into 20+ years’ experience in economics, financial planning, and asset management. Simply put: Bill is an earnest, loyal advisor and a talented professional who is personal from the heart, trustworthy to the core.

Jonathan Mistofsky .

Previously based in NYC and acting as VP of a sizeable alternative investments firm, Jonathan’s range of expertise is broad. Wealth and pension fund management, investment consulting, family offices, insurance companies, and a deep understanding of fixed income asset management. Add to this his genuine family values and a sincere desire to help, and you have some serious bona fides.

  • The four most dangerous words in investing are: ‘this time it’s different’. Sir John Templeton
  • Budget: a mathematical confirmation of your suspicions. A.A. Latimer
  • I put a dollar in one of those change machines. Nothing changed. George Carlin
  • Bills travel through the mail at twice the speed of checks. Steven Wright
  • Money is better than poverty, if only for financial reasons. Woody Allen
  • Every day I get up and look through the Forbes list of the richest people in America. If I’m not there, I go to work. Robert Orben
  • Business is the art of extracting money from another man’s pocket without resorting to violence. Max Amsterdam

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