The Wealth Navigation Plan Launched... Unique Financial Process

The Wealth Navigation Plan is designed to assist business owners navigate to financial success by integrating their financial resources with their vision to achieve optimal results.

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The Wealth Navigation Plan Launched...
Unique Financial Process

DATELINE: QUINCY, MA, MARCH 18, 2002... John Ciccone, ChFC, CFS, TEP, an independent financial advisor based in Quincy, MA has recently launched The Wealth Navigation Plan.

The Wealth Navigation Plan is designed to assist business owners navigate to financial success by integrating their financial resources with their vision to achieve optimal results.

With over 15 years of experience working with closely held business owners, John Ciccone found that business owners confront unique dangers and opportunities and therefore require customized planning to achieve their goals. In response to this need, he developed The Wealth Navigation Plan.

"Most successful business owners have a powerful vision for the future, but often lack a clearly-defined plan to achieve it," explained John Ciccone. In many cases, planning is done in isolation, often producing negative results, including excessive taxation and poor financial decisions."

He continued, The Wealth Navigation Plan is based on a nautical theme by design, and ultimately charts the course a business owner needs to take to reach their desired objectives. According to The Annapolis Book of Seamanship, 'Navigation is the art and science of finding your current position and planning what course you will sail to reach your destination."

A Rich" Strategy
The Wealth Navigation Plan enables business owners see the big picture and attain optimal results through a proven process. After an initial assessment, which identifies obstacles, opportunities, and prioritizes goals, The Wealth Navigation Team works with the business owner to develop strategies that achieve his vision. The Wealth Navigation Team also works in coordination with the business owners existing advisors; ensuring that all proposed strategies are implemented.

Realizing Your Vision
Ciccone noted, "When our clients complete The Wealth Navigation Plan, they have confidence, clarity and control that comes with having a comprehensive plan in place to achieve their financial vision. The Wealth Navigation Plan provides access to a full range of planning tools and capabilities, including The Capital Growth Navigator, The Business Succession Navigator and The Wealth Transfer Navigator as well as an ongoing monitoring system to assure they stay on course."

Affiliated with Capital Analysts of New England, Inc, The Wealth Navigation Team offers highly skilled legal, accounting, tax, insurance and investment professionals who blend technical expertise and creativity to solve sophisticated financial problems. For more information about The Wealth Navigation PlanTM, contact John Ciccone at (617) 786-1600 x 132.