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Daniel J. Disimile, CFP
Wealth
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Wealth Management: Protecting your Vision

“Life is what happens to you while you’re busy making other plans”


John Lennon

PROTECTING YOUR VISION

Successful wealth management integrates expertise and objective advice obtained from the financial planning process.  After working to see your vision come to fruition, proper planning can help ensure that your efforts will build and secure assets for generations to come.

Advanced Planning Concerns Can Involve:


      • Investment planning and portfolio analysis
      • Retirement planning with qualified and non-qualified programs
      • Business valuations for closely held corporations


      • 401K, pension and profit sharing advisory service
      • Business succession planning
      • Corporate and Executive benefit planning


      • Exercise of incentive and qualified stock options
      • Management of concentrated stock positions
      • Philanthropic Intentions


Many are looking for a financial “quarterback”, a resource to use for solid advice on their total financial picture. 

Confidential, unbiased, high quality financial advice is at the heart of my practice to provide realistic wealth management strategies and every client relationship.

 
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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.