As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

 "Joseph A. Auteri, MSFS, AEP^®" and *"Suzanne Fitzgerald, JD" are agents collectively licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of (PA, NJ, NY, DE).  No insurance business may be conducted outside these states referenced.

"Joseph A. Auteri, , MSFS, AEP^®"  and *"Suzanne Fitzgerald, JD" are Registered Representatives  of and  collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.  In this regard, this communication is strictly intended for individuals residing in the states of (CO, PA, NJ, NY, DE, TX).  No offers may be made or accepted from any resident outside the specific states referenced.

"Berardi, Auteri & Fitzgerald, LLP" is not owned or operated by NYLIFE Securities LLC or its affiliates. 

**"Joseph A. Auteri, , MSFS, AEP^®"  and *"Suzanne Fitzgerald, JD" are also separately registered as an investment adviser representatives ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states  of (PA, NJ, NY, DE, CA).  As such, these services are strictly intended for individuals residing in (PA, NJ, NY, DE, CA).

"Joseph A. Auteri, , MSFS, AEP^®"  is licensed to offer mutual funds and variable products. Market watch information is provided for informational purposes and is not considered an offering of securities.

"Berardi, Auteri & *Fitzgerald, LLP", nor any of its agents are in the business of offering tax, legal or accounting advice. You should consult with your professional advisors for tax, legal, or accounting advice.

 *Not acting in the capacity of an attorney