About My Practice
Our goal is to take the mystery out of financial planning, whether it be managing your assets, preserving your wealth, preparing for retirement or the adequacy and cost effectiveness of your insurance program.
We are dedicated to establishing long-range professional relationships by helping you acquire the information and strategies you need to pursue your financial objectives.
We want to understand your goals and concerns so that we can help improve your overall financial health. We do not attempt to fit you into a prescribed mold, but customize your plan after thorough research. We have the integrity, commitment, and expertise to provide the personal service that you deserve. We also act as a coordinator with the other members of your financial team including your accountant and attorney.
R.S. Palastro Financial Planning Services, Inc. was founded for the purpose of helping people achieve financial peace of mind.
During the last 24 years, my organization has provided individuals and businesses with superior service in the areas of investing, risk management, estate planning, retirement planning, employee benefits programs, business continuation plans, charitable planning, college planning, special needs situations, as well as advice on a myriad of related matters.
Ron achieved his ChFC through the American College in 1992. He became a CFP® Professional in 2000. Ron became a CLU on November 1, 2004.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance: NY, NJ, PA, FL, Health/disability insurance: NY, NJ, PA, FL, Property/casualty: NY, NJ, Fixed annuities: NY, NJ, PA, FL, Variable annuities: NY, NJ, PA, FL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CLU, CSA, AIF
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.