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Our Mission Statement

How We Work

Anthony LoCascio Consulting is dedicated to helping people pursue their financial goals. With over 40 years of experience in taxes and retirement income planning, Anthony LoCascio provides comprehensive financial information, products and services for wealth and investment protection, tax planning, principal protection, retirement planning and education and consulting. Anthony LoCascio firmly believes that the more you know, the better you'll feel about making the decisions that will impact your financial future.

Earning an income is only part of the process in developing a comprehensive financial strategy. Protecting what you've earned is key to helping ensure your financial stability for later in life. With strong wealth and retirement protection strategies in place, you can help to guard against many of the pitfalls that others face.

Understanding how to use the current laws and tools to work in your favor, is only one of the ways Anthony LoCascio shows clients how to manage risks while keeping more of what they earn. Reduce your risks and make sure you have what you need to enjoy life, with comprehensive financial advice from our team. Anthony LoCascio shares many tax planning tips that could help his clients potentially reduce their tax burdens. You deserve to keep as much of your hard earned money as possible and Anthony LoCascio wants to help ensure you do just that.

Paying taxes is one thing. Paying more than you have to is simply a matter of not having the right information. The professionals at Anthony LoCascio Consulting can help ensure you pay your fair share of taxes ... and not a penny more! Many people miss opportunities already within the tax code that can help them retain their income and protect their principal. You have a right to enjoy retirement income during life, as well as share it with your beneficiaries in the most tax efficient manner possible. Let us show you how!

My philosophy is a blended one that unites asset allocation, diversification of your investments, combined with Tax Diversification or Tax Allocation.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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