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Our Services

Mike Bonacorsi, LLC is an independent Financial Planning and Wealth Management practice providing fee for service financial planning and fee based investment management for clients facing a major life event.

Financial Planning

We believe financial planning is built around an understanding of what is truly important to you. It’s not just about your financial goals-it’s about your life goals and how your finances will impact your ability to meet them.

We will work to provide you with the advice and plan that directs your financial strategies towards one common goal-yours.

Finally, for any plan to succeed it must be put in motion or else it is just words on paper. We are here to assist you with the plan implementation beginning with secure, on-line access to a personal planning page through Wealthvision, our financial planning tool.
Investment Planning

As a Registered Investment Advisor, we are required to adhere to a fiduciary standard, acting in the best interest of our clients, not our own.  As an independent firm, we choose products and strategies based on our clients’ needs, not a company agenda.

Our recommendations are determined by the values and priorities you communicate to us and we view our success not by a percentage of return on assets, but by how well you live your life.

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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.

The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal advisor.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Securities offered through LPL Financial, member FINRA/SIPC.  Investment Advice offered through Mike Bonacorsi, LLC, a Registered Investment Advisor and separate entity from LPL Financial.



This communication is strictly intended for individuals residing in the state(s) of CA, DC, FL, GA, IN, ME, MA, NH, NJ, NM, NC, PA, VT and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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