Who I Help Best
My retirement planning services are designed for women who:
Are age 50+ and approaching retirement or already navigating life after work.
Have $500,000+ in investable assets and want to make thoughtful retirement decisions.
Are a gay man seeking a gay advisor who understands your planning situation.
Are You Asking Yourself These Questions?
01
Am I invested the right way, or just hoping for the best?
02
Am I paying more taxes than I should?
03
Do I really have enough to retire?
What to Expect
A simple, personalized 3-step process to help you make more confident retirement decisions.
1
Introductory Call
(20 minutes)
A brief conversation to learn about your goals, answer your questions, and determine whether the Retirement Assessment process is the right fit.
2
Discovery Meeting
(60 minutes)
We'll take a deeper look at your financial picture. Before we meet, I'll ask you to securely share items such as your most recent tax return and investment account statements so I can better understand your situation.
3
Retirement Assessment Review (60 minutes)
I'll present your personalized Retirement Assessment, identify key opportunities, and show you how I can help coordinate your income, taxes, and investments as part of an ongoing retirement strategy.
Begin Your Retirement Assessment
Your information is kept confidential and is used only to determine whether we're a good fit.
About Vincent
Vincent Grosso, CFP®
I'm a CERTIFIED FINANCIAL PLANNER® professional helping gay men plan for retirement through smart investing, tax strategies, and retirement income planning. I founded Grosso Wealth Management to help clients approach retirement with clarity and confidence.
Outside of work, I enjoy spending time with family and friends, cooking, exploring new restaurants, and working out.
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