Elion, Grieco, Carlucci & Shipman

The Mustico Group views successful financial planning as a coordinated, comprehensive approach to realizing your family’s goals and objectives. This is necessary to maximize the benefits and strategies utilized by various professionals including Attorneys, CPAs and Investment Managers. It is only through the effective coordination of these strategies that you may develop a plan to fully realize the benefits of the professions, and know that you and your family are fully prepared for the challenges and roadblocks in planning for a successful financial future. A comprehensive plan is only as good as the individual who prepares and monitors it.

Our work is focused on designing estate and business succession plans for people who want to be proactive and do everything possible to make things easier for their loved ones. This includes making things as easy as possible while you are alive (in case of disability), as well as making things ea...