Helpful Information for current and prospective clients

Our current clients will find useful information such as an interactive tutorial to help you access your account online, and a tax center to help you with planning and related issues regarding taxes.

Prospective clients will find a financial profile to help us get to know you, and for new clients, there is a helpful checklist of documents to bring to our first meeting.

What to bring to our first meeting
We will devote our first meeting to learning about your financial situation, your goals and your needs. It is important to bring any documents that may help us understand your overall financial picture. This can save time and better assist us in developing your financial plan.

Documents you should bring include:

  • A net worth and/or cash flow statement
  • Declaration pages from your insurance policies (health, life, disability, property, etc.)
  • Tax returns (previous two years)
  • Wills and trust documents
  • Loan terms (maturity, interest rate, etc.)
  • Investment/bank account statements, IRA and 401(k) statements
to Client Access

Client Access gives you convenient online access to your accounts. Your portfolio statement is continuously updated throughout the day, and you can view it any time. You can see recent transactions by account and upcoming activity, such as dividend payments. Plus, any time you need a paper statement, you can print one out on the spot.

To learn more about the benefits of using Client Access and how to navigate the system, view this interactive demo

Become a client

As our client, you can always expect the utmost personal service and the attention of our full team. While we have grown over the years, one thing that has not changed is the emphasis we put on relationships. Serving our clients well has always been our highest priority and we make every effort to exceed expectations.
In order for us to complete a financial and retirement analysis, the enclosed confidential client profile would need to be completed.

Information request form

For clients

Print out our information packet and complete our confidential financial profile. This will help us gain insight into your personal financial situation and ultimately help us better serve you.

If you have any questions about your current financial situation, or wish to schedule an introductory appointment, please contact us at (800) 810-6650, extension 200 or info@fuscofinancial.com.

Information packet

The importance of tax planning

Careful planning throughout the year can assist you in reducing the taxes you pay – as well as help you pursue your financial goals. Tax planning should not be done in isolation, but be driven by your overall goals and integrated with your total financial plan.

By developing and implementing appropriate strategies designed to help lessen or shift current and/or future tax liabilities, you can potentially improve your prospects of meeting both long- and short-term objectives. For example, accurately projecting your income taxes can help you determine the cash flow available to you in the coming year.

Here is an overview of some of tax issues that may apply to you.

Keep in mind that tax laws are often complex and frequently change. As a consequence, you should be sure to consult the appropriate professional before making investment and/or tax decisions.

The information provided is based on internal and external sources believed reliable; however, the accuracy and completeness of the information is not guaranteed and the figures may have changed. Examples are hypothetical illustrations and not intended to reflect the actual performance of any particular security. Please consult your tax advisor for questions relating to your individual situation.

Unless certain criteria are met, Roth IRA owners must be 59½ or older and have held the IRA for five years before tax-free withdrawals are permitted. Additionally, each converted amount is subject to its own five-year holding period.

Stay Connected

505 Baltimore Avenue // Towson, MD 21204 // Phone: (410) 296-5400 // Toll-Free: (800) 810-6650 // Fax: (410) 296-7800 // Map and Directions

Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Fusco Financial Associates, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
© Raymond James Financial Services, Inc., member FINRA/SIPC | Privacy Policy