Mike Bonacorsi, LLC is an independent Financial Planning and Wealth Management practice providing fee for service financial planning and fee based asset management through LPL Financial. We view our services and strategies as vehicles to move you toward your life’s goals. Along with our services ongoing communication, scheduled reviews and updates can provide guidance and keep you on track.
Process Graph. Discovery, Strategy, Application, Monitor.
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. We begin by listening to you as you describe your goals, priorities, and needs. We want to know about your unique situation and what is important to you. Next we review your current strategies, identifying strengths and weaknesses, and make recommendations, making sure your asset management, estate planning, insurance and tax planning strategies are working towards a common goal–yours. Finally, we assist in the implementation of the plan. For any plan to succeed it must be put in motion or else it is just words on paper.
We provide our portfolio and wealth management services through LPL Financial. As a registered Investment Adviser we are required to adhere to a fiduciary standard, acting in the best interest of our clients, and not our own. As an independent firm we have the ability to choose the products and strategies based on our clients’ needs, not a company agenda. Our strategies are based on the values and priorities you communicate to us. We view the success of our management not by a percentage of return on assets, but by how well we help you live your life.
To receive our unbiased opinion about your personal financial position and retirement, we invite you to contact us today by calling 603.769.3112 (9-5 EST)!