About Tana Moschetti, EA/CFP

A CERTIFIED FINANCIAL PLANNER professional, and holding a series 6 securities license, Tana Moschetti is also licensed to sell insurance. As an enrolled agent, she can represent her clients before the IRS, effectively keeping that beast at bay.

This unique overlapping of professional designations and disciplines makes Tana especially qualified to assist clients with intriguing solutions to their financial concerns. Raised in the Midwest, Tana’s approachable personality puts clients at ease while she deftly makes the complex seem simple. A major advocate of “using the same dollar twice where possible,” Tana helps clients position assets in order to best take advantage of current tax law.

CLICK HERE TO DOWNLOAD THE 2011 TAX ORGANIZER (PDF).

About TanaMoschetti.com

We have created this site to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.  You will find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

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