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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
In the face of divorce, making changes to insurance coverage may be overlooked.
Learn when it may not make sense to file a claim on your home insurance.
Try these activities to keep your brain sharp.
Investors who put off important investment decisions may face potential consequence to their future financial security.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Here’s a quick guide to checking to see if you have unclaimed money.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
That big list of dreams and goals isn't the only way to look at your bucket list.
With alternative investments, it’s critical to sort through the complexity.
Why are 401(k) plans, annuities, and IRAs so popular?
The decision whether to buy or rent a home may have long-term implications.