Ron A. Pac, CFP

Ron A. Pac, CFP Mission:
To create an experience that allows our clients to connect their personal finances and inve (RICP) conferred by The American College.

Personal Finance:
- Retirement planning
- Investment management
- Protection and Estate planning

Business Consulting:
- Financial Consulting
- Strategic Consulting

Tax and Accounting
Services:
- Navigate current tax environment
- Prepare and execute tax returns
- Monthly Bookkeeping and Financial Reporting


Tax and accounting related services offered through DBA Trivium Point Advisory. Triviu

m Point Advisory is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax or accounting related services. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Join us for a complimentary dinner event at Ruth's Chris steak house and learn Financial Strategies that can reduce your...
03/03/2020

Join us for a complimentary dinner event at Ruth's Chris steak house and learn Financial Strategies that can reduce your taxes. You will learn how to potentially save on business expenses and free up money by understanding what options you have. You work hard for your money, don't you deserve to keep more of it? We look forward to seeing you! (Info also found in events tab) https://www.flipsnack.com/starrlinda/r-pac-planner-pic-and-flyer.html

Flipsnack is a digital catalog maker that makes it easy to create, publish and share html5 flipbooks. Upload a PDF or design from scratch flyers, magazines, books and more. Author: Starr DuBois, Catalog: R Pac Planner Pic and Flyer, Published: Mar 03, 2020

12/31/2019

Transitions of any kind are often accompanied with a set of physical, logistical and emotional challenges. Transitions from military to civilian careers are no different. Our firm offers a unique program designed to help you navigate this change. Contact me to learn more.

This is a must-read article for parents who provide financial support to their adult children.
12/28/2019

This is a must-read article for parents who provide financial support to their adult children.

Is the money you are giving your adult child helping or preventing him or her from becoming self-sufficient?

Learn How Stitch Fix's Female Founder, Katrina Lake, Built A $3 Billion Business
12/24/2019

Learn How Stitch Fix's Female Founder, Katrina Lake, Built A $3 Billion Business

Katrina Lake on navigating her first year at the helm of a public company, how she turned a funding shortfall into her biggest business advantage, and her best advice to the next generation of female founders.

According to this article, boosting your retirement savings could be a matter of thinking it to be true.
12/20/2019

According to this article, boosting your retirement savings could be a matter of thinking it to be true.

Research that included a twist unknown to participants resulted in one group recommending a higher savings rate than the other.

Weighed down by your student loans? Here are 5 tips to help pay off your debt: bit.ly/2TxmWb6.
12/18/2019

Weighed down by your student loans? Here are 5 tips to help pay off your debt: bit.ly/2TxmWb6.

Five tips for paying off your student loan debt from enrolling in auto debit to deducting student loan interest to employer help.

Nursing home costs in the U.S. are rising even faster than health care.
12/14/2019

Nursing home costs in the U.S. are rising even faster than health care.

For many older Americans, affording long-term care can be financially ruinous, researchers say

Find out the Pros and cons of using non-college accounts for college savings
12/10/2019

Find out the Pros and cons of using non-college accounts for college savings

How do accounts that aren’t specifically geared for college savings stack up when it comes to paying for higher education?

Address

711 Westchester Avenue, Suite 305
White Plains, NY
10604

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 3pm
Sunday 11am - 3pm

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