Biondo Investment Advisors is a comprehensive financial services firm that specializes in proprietary asset management. Our diverse backgrounds and extensive experience enable us to assist our clients in all facets of their financial well-being. From creating a financial plan, to actively managing investments, as well as navigating social security
and insurance, we stand ready to assist you however possible.
Below please find a short description of the services we offer. If you would like to hear more about any of these services, feel free to give us a call or come in and meet with us.
The key to any successful endeavor originates in a well thought out plan. Whether planning for income in retirement or funding a child’s education, our professional financial planning software will create a living template to guide us to your eventual goals and dreams. The program considers all current assets and intended savings, expected performance based on allocation, sequence of returns, and social security benefits to determine expected future income.
We believe what enables us to give our clients the potential to outperform the market is the creation of concentrated portfolios with an emphasis on good, old-fashioned stock picking. We try to position ourselves to outperform by not mirroring the market. Couple this with quality, investment-grade bonds and we have a recipe for growth.
We believe that insurance needs should not be seen as an investment opportunity, but as a necessary expense to ensure financial security. Needs assessment and anticipated liabilities drive the decision in a collaborative approach which we employ with all of our clients. We will occasionally utilize various annuities to solve for current or future income need.
Through our extensive network of Estate Attorneys and CPAs, we will facilitate the necessary introductions to assist our clients in these vital areas. Consider us tthe “conductor” of your financial orchestra when it comes to properly planning for your current and future estate and tax planning needs.
Recently, the Social Security Administration changed some of the strategies retirees have been employing to maximize their benefits. We are well versed in the options still left to recipients. Yet, when to take benefits and how to integrate this difficult decision into the overall financial plan continues to challenge many retirees. We have the acumen to assist our clients in making these choices.
With healthcare expenses often accounting for 20% or more of a person’s retirement expenses, proper Medicare navigation is essential to a successful retirement. We are prepared to advise you on all parts of Medicare including enrollment, Parts A, B, D, Medigap coverage, and Part C.