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Daniel J. Disimile, CFP
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Investment Advisory: Daniel J. Disimile – Our Mission

“Good fortune is what happens when opportunity meets with planning.”
Thomas Edison


Financial success, like any success, does not occur by accident.

If everyone knew about wealth management, everyone would be rich.



Our money is one of our most private and personal of all matters. 

We make financial decisions every day that impact our future, yet many do not understand the language and nuances of financial services.



People will delay formal financial planning because they usually do not know:

     • What to do?                • Where to go?               • Who to trust? 


                    • What it will cost?               • Where to start?



Navigating what can be the treacherous currents of financial services is easier if you can focus on a fixed reference point that can shine a light on the best path to follow, so you can avoid all the hidden hazards and safely  arrive on shore.



From reducing taxes, investing for the future, buying a home, paying for college, or paying down debt, what are the best ways to achieve ones financial goals?



The best financial decisions are made when working with a trained professional who has a fiduciary responsibility in your success, so that you receive unbiased objective guidance, based upon your current situation, so that you can achieve your treasured financial goals.

 
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered
CFP (with flame design) in the U.S.,which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.