Mark J. Setaro, CFA

108 5th Street SE, Suite 301A
Charlottesville, VA
(434) 244-8000

Free one to two hour consultation for those who are concerned about how to invest, save for college, and plan for retirement.

Relevant topics include:

"College Funding: It's Not Just About the 529 Plan."

"Long Term Care Insurance:  When is it Appropriate?  Will a Group Plan Fulfill My Needs?"

"Six Mistakes Retirees Make with Their Finances and How to Avoid Them."

*Offer valid when you mention the UVa Medical Center Employee Discount Program.

Disclaimer
 

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