Build Your Financial Future
At Ciaston Financial Group, we help individuals and families make thoughtful financial decisions around investing, taxes, and long-term planning.
Financial planning is often complex — our goal is to bring clarity to those decisions and help clients understand how the pieces fit together over time.
Our Services
Tax Planning & Filing
We provide tax preparation and planning services designed to support your broader financial strategy. By staying aware of how financial decisions impact taxes over time, we help ensure that planning and tax considerations remain aligned.
Whether you're an individual or business owner, our goal is to make the tax process clear and manageable.
Bookkeeping
Our bookkeeping services provide clean, organized financial records for business owners. This allows for better decision-making and ensures that financial information is accurate and up to date throughout the year.
Wealth Management & Financial Planning
We work with individuals and families on long-term financial planning and investment management. This includes building and managing portfolios, structuring retirement income, and helping clients make informed decisions around taxes, investing, and their overall financial picture.
Our goal is to bring clarity to complex financial decisions and help clients understand how those choices impact their long-term financial future.
Financial Education Webinars
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Financial Planning Foundations
April 9th
This presentation provides an overview of how financial planning works and how different financial decisions connect over time. Topics include budgeting, saving, investing, and building a long-term financial structure.
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Financial Planning for Major Life Decisions
May 14th
Major life events often bring important financial decisions. This presentation explores how financial planning can help navigate decisions such as buying a home, starting a family, and managing career changes.
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Investing Basics & Building Wealth
June 11th
This presentation introduces the core concepts of investing and long-term wealth building. Topics include how investing works, the role of compounding, different types of accounts, and how risk and time horizon influence investment decisions.
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Retirement Planning Essentials
July 9th
This educational workshop provides an overview of the key components of retirement planning, including income sources, investment considerations, tax awareness, and long-term planning factors.
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Social Security and Retirement Decisions
August 13th
This session focuses on helping you make informed Social Security and retirement decisions with confidence. We’ll walk through how benefits are calculated, when it may make sense to claim, and how Social Security fits into your overall retirement income strategy.
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Understanding Retirement Income
September 10th
This session focuses on helping you better understand how retirement income works and the different sources that can support you over time. We’ll walk through how income can be generated from savings, Social Security, and other resources, along with common approaches to organizing withdrawals.
Request Information
Please fill out the form below, and I’ll follow up within one business day to schedule a call.
michael.ciaston@ciastonfinancialgroup.com
(201) 772-8969
Your Trusted Partner in Financial Clarity
Our Goal is to help families and professionals take control of their finances with personalized financial guidance, tax filing, bookkeeping and year-round support. We're here to help you keep more of what you earn, and build lasting wealth.
Michael Ciaston, CPA
Founder of Ciaston Financial Group
I started Ciaston Financial Group with a simple goal: Provide people clarity and confidence around their finances. By easing the burden of financial stress, people can spend more time focusing on their families and careers. My vision is to support my community through each phase of life with sound financial planning and investment portfolios.
As a licensed CPA with a passion for long-term planning, I help clients grow their wealth, reduce tax liability, and make smart financial decisions. I have spent the last decade of my life dedicated to the accounting and financial world. After multiple years with a large Public Accounting firm, my most recent experience was in providing accounting and valuation support for multi-billion dollar Private Equity Firms. Throughout the years, my passion always stayed with Wealth Management. My goal is to use this experience to make your financial life simpler, more strategic, and less stressful.
