Services to High Net-Worth Individuals. You've worked long and hard over the years to build a strong financial foundation. Chances are you continue to work long and hard, or you are enjoying the fruits of your earlier labor. In either circumstance, it is our job to help you manage and maximize your financial foundation so that you can do what you do best where you do it best, whether it's in the board room or on the golf course.

The professionals at Weinstein & Anastasio will be as involved as you want us to be in managing your financial matters. Clients use us for some or all of the varied services we offer high net worth individuals, including:

	Strategic Financial Planning. We work with you to define your short- and long-term financial goals and help you create a plan to meet those goals, always keeping tax implications in mind.
	Tax planning and projections related to complex transactions, such as the sale or purchase of a business, or investments.
	Development of a tax plan for at least two years and preparation of state and federal tax returns.
	Investment Performance Management and Reporting. Through our affiliation with Century Financial Advisors, LLC, we provide asset management and/or investment consulting services. Whether we are actively involved in the management of your assets or review information that you provide us, we will give you a performance report and suggested recommendations.
	Review of your personal and business life insurance programs.
	Estate and gift tax planning to help you provide for future generations while minimizing the tax impact.
	Preparation of your Personal Financial Statement. We accumulate your assorted financial information into financial statement format. It's easy for you to understand and to see how the various pieces of your personal financial puzzle fit together.
	Accounting Services. Just as we do for many of our business clients, we maintain your financial records, write routine checks, reconcile bank statements, etc.

We have only one thing in mind in developing these services for you: to help you develop and maintain financial independence so that you can enjoy yourself at work or at play.

Weinstein & Anastasio, P.C.
Certified Public Accountants and Consultants
One Hamden Center
2319 Whitney Avenue, Suite 2A
Hamden, CT 06518
Tel 203.397.2525   Fax 203.397.3463