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Care & Compassion

Care & Compassion

Based on your values and needs, we take time to listen to what is of most importance and of greatest concern to you or your organization. We take great pride in explaining not only WHAT we believe, but WHY we believe it.

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Modern Tools & Research

Modern Tools & Research

We work together with our clients, to craft financial and investment strategies that take into account the dynamics of the world around us. We utilize extensive markets and economic research to help us formulate our recommendations.

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Clear Vision & Direction

Clear Vision & Direction

We know what we do and why we do it. DeFranco Financial specializes in providing wealth advisory and investment services for individuals, businesses and institutions centered around their specific goals. Put simply, We Help People.

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We help people. Period.

When you work with us, we will:

Identify Your Goals
As these goals change, we’ll strategically adjust our approach according to the current environment to help you navigate and stay on course to continue to progress in the direction of your goals. 

Determine Your Optimal Risk Tolerance
Through conversation and relationship building we determine the amount of risk needed for you to achieve your goals but also rest well at night. 

Follow a Timeline That’s Right For You
After outlining your goals, we will design a strategy that aligns your investments with your unique timeline.  

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Our retirement planning services involve:

Reviewing

Reviewing

Your investment strategy and ensuring your investment strategy is aligned with your specific goals.

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Optimizing

Optimizing

Your savings habits so you continuously make disciplined decisions that help you build your assets in the most efficient manner possible.

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Identifying

Identifying

Potential income streams and how to develop optimal strategies for building and claiming your earned Social Security and Pension incomes.

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Meet Our Team

Quotes We Live By

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