Experience the Difference
We know what we do. We know how to do it. But what makes all the difference in the world is that we know why we do it. Experience that Difference.
Here at DeFranco Financial everything centers around our clients. We utilize a holistic approach to financial planning and investment management because only by looking at our clients’ entire financial picture can we truly make a difference.We take care to listen and to hear their goals and dreams.
We strive day in and day out to build trust and relationships with our clients that allow us to help them get through some of life’s most difficult challenges as well as some of life’s most rewarding and joyous occasions.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. Feel free to browse around and then reach out and call us to set a time we can get together to start the process of understanding your goals and dreams.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The true cost of raising a child may be far more than you expect.
Try these activities to keep your brain sharp.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Bonds may outperform stocks one year only to have stocks rebound the next.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
How do the markets usually react to elections? Was the 2016 election any different?
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
That big list of dreams and goals isn't the only way to look at your bucket list.
The decision whether to buy or rent a home may have long-term implications.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?