Del Gallo Financial Services Llc Information

Del Gallo Financial Services, LLC specializes in business and individual planning with personal individualized service. Covered areas include asset management, investment analysis, employee or member financial education workshops, cash flow analysis, risk management considerations, group & individual health insurance plans, disability income insurance, life insurance, long term care insurance, projections for college and retirement, special needs planning, IRA, SEP, SIMPLE plans, defined benefit & contribution plans, 412(i) plans, deferred compensation & nonqualified plans, 403b plans, fixed annuities. Del Gallo Financial Services, LLC will provide specific recommendations and can establish a plan of action for each area reviewed. Del Gallo Financial Services, LLC offers Portfolio Management, Financial Planning, Solicitor/Investment Management, Consulting, and Trust Referral Services which are provided on a fee basis while insurance products are sold on a commission basis. Customized workshops can be created and provided for corporate employees, member organizations, non-profit organizations, and school systems. Account asset minimum size and fees may vary depending on the Portfolio Management, Financial Planning, Solicitor/Investment Management, Consulting, and/or Trust Referral Services that are provided by written agreement and/or account opening documentation. Do you need a plan for your business or family? Have you reviewed within the last three years your group or individual disability income, health and life coverage, estate planning, asset management strategies, long term care needs, education funding, income tax planning, buy-sell agreements, or had a lifestyle change? Do you have children with special needs? Do you have multiple retirement accounts or need to establish an Individual retirement account (IRA)? Do you need to establish a health or disability income insurance plan for your business or yourself? Does your current 401k or pension plan meet your business or personal needs? Are you concerned about future long term care costs for your family? Is your organization meeting its' obligation in educating members or employees on important financial topics? Del Gallo Financial Services, LLC can establish an individualized plan of action and create solutions for each area reviewed.