services
How We Can Help
We have a whole menu of services surrounding setting you up with a financial plan you’ll fall in love with.
Since 1997, Tapparo Capital Management has been helping retirees, pre-retirees, and families plan their financial futures—and we have fun doing it!
Here’s just a taste of how we can help:
Retirement Income Planning
As you near retirement, determine how much you need to continue living the lifestyle you desire.
We help you evaluate your current financial situation and project your future needs to build toward a reliable income stream that supports your goals.
Legacy, Estate Planning
You want a legacy that gets passed on in the way you intend while maximizing the financial benefit to your heirs.
Our comprehensive estate planning services include resources and access to professionals, such as estate planning attorneys, that can help with wills, trusts, and strategies to minimize estate taxes. Our goal is for you to have confidence your assets are distributed according to your wishes.
Tax Planning
Make the most out of your money by recognizing the ways taxes can impact your financial future.
Our knowledgeable and skilled tax planning advice helps you take advantage of tax-efficient strategies, deductions, and credits to maximize your wealth and minimize your tax burden.
Social Security & Medicare Planning
Learn more about your options in retirement and how you can prepare now to receive the maximum benefits.
We guide you through the complexities of Social Security and Medicare, helping you make informed decisions to optimize your benefits and enjoy a stable and healthy retirement.
