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Welcome to Hadad-Milinazzo Financial Group 

We believe our commitment to personalized comprehensive financial planning is the key to helping each client pursue their unique financial dreams and goals. As "Your Lifetime Financial Coach," we will guide you through the following 8 Wealth Management Issuessm many individuals face during their lifetime paying particular attention to the tax effect of each decision: 

  • Investment Management*
  • Cash Flow and Debt Management
  • Education Planning
  • Business Planning
  • Retirement Planning
  • Family Risk Management Planning
  • Legacy Planning
  • Special Situations Planning

Our team can assist you in answering the following questions:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • Am I doing the right things to minimize taxes?

We have helped many people with similar concerns, and we look forward to building a long-term relationship with you. 

*Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services offered through CES Insurance Agency. Tax planning and tax preparation services offered by Hadad-Milinazzo Financial Group, Inc. are separate and unrelated to Commonwealth.

Helpful Content

Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

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Your Changing Definition of Risk in Retirement

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Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

 

Buying vs. Leasing a Car

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This calculator can help you estimate how much you should be saving for college.

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A presentation about managing money: using it, saving it, and even getting credit.

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5 Smart Investing Strategies

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The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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