Tools To Get You Started

As a benefit to our clients and prospective clients, Sgroi Financial makes available the following free tools to assist with your financial planning.

• CASH FLOW •

Should I pay down debt or invest more?

How long will my money last?

• CREDIT & DEBT •

How long will it take to pay off my credit card(s)?

How long until my loan is paid off?

What is the impact of making extra payments?

• HOME & MORTGAGE •

How much will a mortgage cost me?

What are the tax savings generated by my mortgage?

• COLLEGE •

Will I be able to pay back my student loans?

What are the advantages of a Coverdell ESA?

What are the advantages of a 529 plan?

• RETIREMENT •

How much social security should I expect in retirement?

How does inflation impact my retirement income needs?

• INSURANCES •

What is my life expectancy?

What are my chances of becoming disabled?

What are the tax advantages of an annuity?

• SAVINGS •

How long will it take to reach my investment goal?

What will my current savings grow to?

• INVESTMENT •

How much will my investment compound?

What is the difference in leverage tax-advantaged vs. taxable accounts?

How do expenses impact mutual fund return?

• GET TO KNOW US •

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Check out the background of our investment professionals on: BrokerCheck

Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Sgroi Wealth Advisory Group LLC, an SEC Registered Investment Advisor. Sgroi Wealth Advisory Group LLC, Sgroi Financial LLC, and Cadaret, Grant & Co., Inc. are separate entities.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

We are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, MI, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, and WA