Are you seeing the promise in your assets?
How could you use your assets to better your life, and improve the lives of those you love?
How can you make each season of your life more rewarding?
Money is a resource that helps you design a fuller life.
Candace Cuniberti can help you create a financial plan so you may bring your aspirations to fruition and feel excited and confident about the future.
Whether you are retired, considering retirement or simply desiring a strong, clear financial direction for a new chapter of life, Candace welcomes the opportunity to work with you.
What is the next chapter in your life?
What would you like to see happen this season?
Imagine your life as a good book. . .
Each segment of the book is a season.
What will the next chapter be for you?
In part, that depends on the season of your life.
You may have the financial power to make it better than any that have come before. The big step is refocusing your wealth management around your passions and goals, so that you are not just accumulating assets but strategically planning to enrich your tomorrows.
How can you plan to make it memorable?
Candace can meet with you informally, on your schedule, to learn what your assets ultimately mean to you. She will listen and learn about your priorities. You will enjoy learning from her, and appreciate the rapport she creates.
Subsequently, she can present model scenarios showing the potential advantages of different financial strategies – wealth management plans with a focus on asset preservation and consistent retirement income. As she is also licensed in insurance, she can help you arrange life, disability and long-term care coverage.
Candace understands that as seasons change, lives and goals change; new life chapters are written. She has structured her business so that she can spend sufficient time with you and provide a level of personal care that is rare and refreshing.
Candace invites you to contact her today.
What would you like to see happen this season?
As you write your next chapter, perhaps you would like to exit a business or a corporate career with your finances in great shape for retirement. Working in conjunction with your accountant and attorney, Candace can help you manage your transition and schedule retirement income in a tax-efficient way.
What good do you want to do in the world?
Perhaps you would like to start a foundation or make charitable gifts. Having worked for a non-profit, Candace understands the mechanics of charitable lead and remainder trusts, donor-advised funds, gift annuities and other methods of philanthropy. You don’t need a fortune to touch hearts and lives.
Enjoy the seasons ahead.
Today, you can begin arranging your finances to suit your vision of life – what you want to do, what you want to be, and how you want to live.
Begin with a conversation.
Begin with Candace Cuniberti.
Discover a caring advisor helping you plan for every season of life.
It’s always nice to meet someone who is ready to care deeply for your life and aspirations. When you meet Candace Cuniberti, you know you’ve met someone truly special – a warm, welcoming and genuine professional with a talent for enabling people to recognize unidentified solutions or benefits for their current circumstance, and a passion for helping people improve their financial lives in any season.
An independent retirement and estate planner, Candace has worked for trust departments, tax attorneys, and the Financial Times of London. She has a B.A. from Cornell University and an M.A. from the University of Rochester. She has owned a bed-and-breakfast inn, co-produced Equity showcases in New York City, raised sheep and owns a horse. All of this life experience complements her financial career as a Registered Representative and an Investment Advisor Representative.
Her recreational sport is road racing and she takes her high powered BMW to various New England race courses where she also instructs.
Candace welcomes the opportunity to bring her experience and insight to your financial life. Simply call or email her to inquire about the ways in which she may help you.
The coin represents my Medieval European heritage. In the mid-600s, upon their entry into Italy, the Lombards minted fairly typical imperial-imitation coins. With King Cunipert (688-700), my ancester, there emerged a Lombard "national" coinage which showed his profile in the format used by the Roman Empire, thus harkening back to economic strength and stability-- qualities that endure today when
Financial Planning fulfills your promise.
Candace Cuniberti. All rights reserved.
Candace Cuniberti is licensed to sell securities and offer advisory services in:
CA, CT, DC, MA, ME, MS, NY, WI & WY.
