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.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Military families face unique challenges, making personal finance even more critical.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Don’t overlook the need for renter’s insurance if you rent your home.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
For women, retirement strategy is a long race. It’s helpful to know the route.
What does your home really cost?
$1 million in a diversified portfolio could help finance part of your retirement.
There are three things to consider before dipping into retirement savings to pay for college.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”