Patrick Letizia • McHenry, IL
Letizia Financial Group • Madison Avenue Securities, Inc.
We handle a wide range of financial services for clients: insurance needs, tax planning, estate planning, and investment management.
Early in the process with a new or prospective client, we really zero in on assets that they are needlessly or unknowingly transferring away. It’s amazing how many people are losing hard-earned dollars in ways they do not suspect—simply by not realizing all of the areas where money can be transferred away, across fees, commissions, taxes, insurance premiums, and more.
When we begin working with a client, we go through a detailed process, asking the client to bring in all—and I mean all—of their financial records: tax returns, wills, trusts, investments, insurance products, and so on.
And then, over a two- to four-sequence interview process, we try to discover where and if there are any areas in which they are essentially “wasting” money. For close to 80% of clients, we have made a significant impact with this type of analysis—and have freed up that money for growth and income-producing investment areas.
Disclosure: Patrick Letizia is a registered representative of and offers securities and advisory services through Madison Avenue Securities, Inc. (“MAS”), member FINRA & SIPC, and a registered investment advisor. MAS and Patrick J. Letizia, Inc., are not affiliated companies. Patrick Letizia does not offer securities or advisory services and is not affiliated with MAS. Letizia Financial and MAS are not affiliated companies.
Photography by Tyler Mallory
