DeGerolamo Financial Strategies
I educate you on how to protect your financial assets and income; and how and from where you should consider taking your retirement income so as to provide, you, the most efficient blended distribution model. I provide solutions that address your concerns that you (may) outlive your money and that you don’t want to become financially dependent on others; how to have your retirement income keep pace with inflation; how to address and pay for your health care and potential long term care expenses; when and how you should claim your Social Security benefit; educating you as to what Medicare pays and doesn’t pay; and how to effectively create an inheritance program for children and other heirs.
My prior 10 years working in commercial banking & lending plus my 20 years of insurance & investment experience helps me examine and advise you, as a business owner, with your planning needs. I educate you on how to utilize life & disability insurance to protect your business, family, partners and key employees from the financial consequences of unexpected death, long term illness or disability. I teach you how life insurance provides a valuable benefit designed to attract top talent and build loyalty. And, the importance of business life insurance planning, to protect your business from a loss of management skills and experience; a disruption in sales or the business production; credit difficulties & loan covenants; and to cover the added expense of hiring and training.
Whom to Contact