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We Make The Infinite, Finite

Financial Planning for Equity Compensated Executives

Our Services

Tax & Financial Planning for Equity Compensated Executives

Equity Compensation Planning

Retirement Planning

Mid-Career Planning

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Case Study

Here is an example of what you could expect when hiring us to create a financial plan.

Henry and Karen Hill are a typical corporate couple, with equity compensation, contemplating their retirement and realized that there are many moving parts to their personal finances.

  • Defined Goals
  • Current Financial Position
  • Current projected path @age 65 retirement
  • Proposed Projected path @ age 65 retirement
  • Identified issues
  • Recommendations to accomplish defined goals
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259 Textile Way, Suite 105
Fort Mill, SC 29708

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ANTHONY R. RUFFALO, CFP®

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. 

The registered representatives affiliated with this site are licensed to discuss and transact securities with residents of the following states: FL, IN, MT, NC, SC, NY, OH, VA, OH

*Ruffalo Wealth Management and LPL Financial are separate entities.