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ARANEO TAX & FINANCIAL

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Dear Taxpayer,

When was the last time your tax preparer asked to review your investments with
you?

There are very simple changes you can make to your investments—small
changes—that can lead to tax savings, without changing your long-term investment
strategy.

When was the last time your financial advisor asked to see a copy of your tax
return?

While taxes should never be the sole reason for making an investment, they
should always be considered. In fact, not considering a person or family's tax
situation when making an investment recommendation is often foolish.

Are you getting your taxes prepared in one place, and receiving financial advice
in another? If so, do your tax preparer and financial advisor communicate with
each other?

If your answer is "no", you might want to consider this: There is probably one
person who's not benefitting from the situation. Your advisor and preparer are
both getting paid a fee. The person not benefitting is probably you.

We are an income tax and financial planning firm with locations in Howard Beach,
Queens, NY and Rockville Centre, NY. We have an experienced, professional staff
with a diverse skill set. We are comprised of a CPA, two CFPs (CERTIFIED
FINANCIAL PLANNER TM), one of whom is an Enrolled Agent (a licensed tax
professional able to represent you before the I.R.S.), and another seasoned tax
preparer/financial advisor.

We work with families to help them achieve their financial goals. Our main
business is the long-term, prudent accumulation of wealth for these families.
Because we are planners, we take into account all aspects of our clients'
financial lives. We help them grow retirement incomes they cannot outlive,
incomes that rise as the cost of living rises. We construct a plan with the goal
of providing funding for the education or their children and grandchildren. We
provide solutions for their protection, so that if a breadwinner dies
prematurely, the family's financial life isn't fatally compromised. We help them
endow wealth to the future generations of their family. And, of course, we help
them do this in the most tax efficient manner.

We are currently helping hundreds of families in the Howard Beach, Ozone Park,
and surrounding areas reduce their taxes, pay for their children's education and
build their wealth.

We hope you will come join us.

Sincerely,

Joe Araneo, Steve Araneo, and Bettina Johnson




Check the background of this firm on FINRA's BrokerCheck.


Securities America Form CRS


 * Home
 * About Us
 * Our Services
 * Professional Staff
 * Contact Us
 * Our Pledge
 * Newsletter
 * Tax Center
 * Financial Calculators
 * Araneo Tax Veterans Scholarship
 * Pay My Bill
 * Job Opportunities

Securities offered through Securities America Inc, Member FINRA/SIPC
(www.sipc.org, www.finra.org). Joe Araneo, Steve Araneo, Bettina Johnson, Deanna
Blandino, and Brian Gallagher, Registered Representatives. Advisory and
financial planning services offered through Securities America Advisors, Inc.,
Joe Araneo, Steve Araneo, Bettina Johnson, Deanna Blandino, and Brian Gallagher,
Investment Advisor Representatives. Araneo Tax and Financial and Securities
America are not affiliated. Tax advice provided by Araneo Tax & Financial.




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