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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.

Helpful Content

Four Great, Unexpected Places to Raise a Family

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

 

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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