Let's Plan Your Brighter Future!
Let's Plan Your Brighter Future!
We start by documenting your goals and then compare them to your current portfolio. We use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
We are passionate about helping
both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. Our goal? To safeguard
the dreams you strived to achieve and
the assets you have worked so
hard to accumulate.
We've been helping businesses, individuals and families safeguard their assets and plan for the retirement they want.
Aureo Pinto is a Registered Financial Consultant and an Enrolled Agent. He has over 35 years of Accounting and Tax experience with individuals and small businesses.
This financial literacy workshop series includes topics:
Empower your child's financial future with our exciting Financial Literacy Workshop designed just for kids! In this fun and interactive workshop series children will embark on a journey to learn the essentials of money
This financial literacy workshop series includes topics:
Empower your child's financial future with our exciting Financial Literacy Workshop designed just for kids! In this fun and interactive workshop series children will embark on a journey to learn the essentials of money management. Through engaging activities and age-appropriate discussions, we will teach valuable lessons. Equip your child with the fundamental skills they need to become financially savvy adults. Spark their curiosity and set them on a path to a bright and financially literate future. Join us in fostering a generation of financially responsible and confident young individuals.
This Financial Literacy series includes topics covered under Financial Literacy for Kids plus:
Empower your teen to take control of their financial future! Through interactive activities and real-world scenarios, te
This Financial Literacy series includes topics covered under Financial Literacy for Kids plus:
Empower your teen to take control of their financial future! Through interactive activities and real-world scenarios, teens will gain practical skills to navigate the complexities of personal finance confidently. Set your teen on the path to financial success and independence. Equip them with the tools they need to make smart money choices and build a foundation for a secure future. Don't miss the opportunity to shape your teen's financial mindset and prepare them for a lifetime of financial well-being!
Embark on a journey to financial empowerment with our Financial Literacy Workshop! In this interactive workshop, tailored for young adults, we cover essential topics:
Navigate the challenges of early adulthood with confidence as we guide you through pra
Embark on a journey to financial empowerment with our Financial Literacy Workshop! In this interactive workshop, tailored for young adults, we cover essential topics:
Navigate the challenges of early adulthood with confidence as we guide you through practical strategies for building a strong financial foundation. From setting financial goals to understanding credit, we provide valuable insights to help you make informed decisions and secure your financial future. Don’t let the complexities of money management overwhelm you – join us on the path to financial success and unlock the keys to a financially resilient future.
Navigate your golden years with confidence! Join our specialized Financial Literacy Workshop tailored for seniors. In this informative session, we focus on empowering individuals in the later stages of life with essential financial knowledge. Our experienced instructors will cover topics such as:
Navigate your golden years with confidence! Join our specialized Financial Literacy Workshop tailored for seniors. In this informative session, we focus on empowering individuals in the later stages of life with essential financial knowledge. Our experienced instructors will cover topics such as:
Whether you're a retiree or approaching retirement, this workshop provides valuable insights to ensure financial security and peace of mind. Invest in your financial well-being. It's never too late to enhance your financial literacy - join us and embrace a financially resilient and fulfilling senior lifestyle!
Are you interested in starting your own business? Want to figure out how to market and sell your crafts while making a profit? Let us help you get your idea off the ground. Cover topics such as:
Are you ready to take control of your finances and build a secure future? Our Budget Basics Workshop is designed for individuals seeking practical guidance on managing their money wisely. In this interactive session, you'll learn the fundamentals of budgeting, explore effective saving strategies, and gain insights into smart spending hab
Are you ready to take control of your finances and build a secure future? Our Budget Basics Workshop is designed for individuals seeking practical guidance on managing their money wisely. In this interactive session, you'll learn the fundamentals of budgeting, explore effective saving strategies, and gain insights into smart spending habits.
We will walk you through the step-by-step process of creating a realistic budget tailored to your unique financial goals. Whether you're aiming to pay off debt, save for a major purchase, or plan for retirement, this workshop provides the essential tools to navigate your financial journey.
Topics covered include:
Join us for an empowering session that will equip you with the knowledge and confidence to take charge of your financial well-being. Don't let budgeting be a daunting task – learn the basics, set achievable goals, and pave the way towards financial success.
A financial consultant goes beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you!
Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance, and estate planning.
There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you.
”It was fascinating to see the students of Alexander Hamilton High School engaged in the financial literacy courses facilitated by VASK. While some may not had been intensely interested in the beginning, I watched first- hand as some students took the interest and hobbies they had built on through the school year and the summer, and begin to venture into entrepreneurial thinking and business concepts that gave a clear indication of the skills and tools they had picked up from the workshops throughout the year. Students started their nail and hair businesses, and even began the process of obtaining licenses. VASK definitely lita spark in the students that they still maintain and grow as they move onto their next phase of their schooling.”
Kingsley I. Nwokeji [He]Him]
Site Cordinator for Amazing Afternoons Afterschool Program
MHFA & tMHFA Instructor
Westchester Jewish Community Services
"I would like to express my sincere gratitude for work with the Homeschoolers program held at Crestwood Library this past Spring. Teaching financial empowerment was truly evident throughout the program. The remarkable ability to simplify complex financial concepts not only benefited my child but also had a profound impact on me.
One of the aspects I particularly appreciated was having the children create a vision board. I was so inspired by this activity that I eagerly joined in. While the program was primarily designed for kids, it unexpectedly influenced my own financial goals. I've since taken concrete steps towards achieving those goals.
I wholeheartedly endorse this program to anyone looking to instill financial literacy in young minds. It made a meaningful difference in our lives. Thank you immensely!"
Prima Marte
Homeschooler's Mom
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