JoAnn Semeraro, CFP

Financial Planning For Your Peace of Mind

Strategy, Service, Solution.


Financial planners examine all aspects of your financial life from making and spending money to debt, taxes, investments, estate planning and insurance needs. I will design a personal financial plan so your financial goals, such as funding college education or planning for retirement are attainable.

Financial Planning involves analysis and strategy in four areas:

  • Retirement Planning to ensure a safe and secure retirement
  • Wealth Accumulation techniques to build your nest egg
  • Tax Planning to maintain your nest egg and minimize taxes
  • Estate Planning strategies

Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax,legal, or investment advise. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary, therefore, the information should be relied upon when coordinated with my individual professional advice.

















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Tuesday, March 9, 2010


 		A Comprehensive Financial Planning Organization. Securities offered through: North Ridge Securities Corp., 1895 Walt Whitman Road, Melville, NY 11747-3031, Members Financial Industry Regulatory Authority & Securities Investor Protection Corporation. Licensed to offer Life Insurance and Fixed Annuities in the state of New York and Florida.