Tony Sergio has been in the financial services industry for over 25 years. He received his LUTCF designation from the American College in 2002. Tony focuses on developing relationships with clients to gain an understanding of their needs, wants and wishes. His passion is working with businesses and families whose desire to maintain a level of financial security for themselves and the people they care about. His belief is that financial strategies, investment portfolios, estate planning and succession planning need to be tailored to individuals specific situations.

Part of Tony’s strategy involves determining what the client would like to see. Most people have a strategy to accumulate wealth but do not have a strategy to distribute money in retirement for enjoyment and taking care of loved ones. This goal is achieved through an ongoing conversation with his clients to reach their objectives.

Ultimately, the real benefit for Tony’s clients is to help them meet their financial planning, protection, accumulation and distribution needs with confidence. Part of his process is to maintain up-to-date knowledge on industry trends to ensure that he is providing a financial plan that best fits his clients needs.