When it ABSOLUTELY has to be done right.

This is Gary and Brett, and welcome to our firm,          Planning. We are a highly experienced team of planners backed by a large group of specialists. We provide expert advice to business owners, high net worth families and law firms on financial services. 

 
We can help if you are a:

Business owner

Pre or post retiree

New or seasoned professional

Family with estate planning concerns

Who we work with:

Over our 25+ years of experience, we have worked with clients in virtually every age bracket. And, their occupations and the size of the businesses they own or work for are just as varied.

 

THE      DIFFERENCE

 

RELATIONSHIPS

As independent business owners we share that perspective with many of our clients. Our extensive and diverse experience means our client's unique situation is rarely new to us.

INEVITABLE FINANCIAL UPS AND DOWNS

Many of our clients have been with us through multiple recessions. We have seen all of the emotions clients encounter when the market’s volatility hits home.

MULTIPLIED EXPERTISE

We have seen dozens of tax law changes affect our clients’ planning. We  work closely with our client’s legal and tax advisors, combining our experience and expertise to overcome any obstacles to their goals.

Meet The Team

Gary DeVicci

CFP®, AEP®

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For more than three decades, successful business owners and professionals have relied on Gary to be an advocate for their financial, estate and business planning. He specializes in custom designed strategies to reduce clients’ tax liability and make their investment accounts, insurance and planning more efficient.

Brett Buonadonna

AIF®

As an Accredited Investment Fiduciary Brett has been a trusted advisor to countless individuals and businesses, guiding them in their financial planning. For more than twenty years, he has prided himself on strong and lasting client relationships.

 
HOW WE HELP

The Major Ways We Help People Are:

Planning Reviews for Business Owners – Discovery of personal, family & business objectives, a review of current planning, and an action plan for modifications to reach goals.

Managed Investment Accounts:

- Overall design and coordination when multiple accounts exist.

- Tax managed strategies.

- Specialized retirement distribution programs.

Insurance – Expert analysis, sale & underwriting for life, disability and long-term-care.

Estate Planning – Coordination with other advisors to create a tailor-made plan for tax efficiency, conquer family dynamics, meet charitable desires and/or ensure continuation of a multi-generational legacy.

Pre or Post Retirement Income Planning – Individualized plans to meet income needs with special attention to market fluctuation strategies and longevity planning.

 
Questions? Contact us

Contact us by phone or email.

 

         Planning

Laurel Oak Corporate Center

1010 Haddonfield-Berlin Road, Suite 402

Voorhees, NJ 08043

O. 856-874-1250

F. 856-874-1255

Disclosure

Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing.
We are registered in the following States:  Brett - DC, DE, FL, GA, MA, NJ, PA, SC, and VA; Gary - DE, FL, NJ, NY,  and PA.
Securities and Advisory Services offered through Cantella & Co., Inc. Member FINRA/SIPC.