Individual & Family Solutions

At DeFilippis Financial Group^®, we treat our clients as an extension of our own family and believe that good investing begins with Brilliant Deductions^®. As such, we create customized wealth management solutions tailored to each person’s individual needs.

When you work with DeFilippis Financial Group^®, we’ll always begin with your goals first. Our long-term, disciplined investment approach uses a variety of world-class solutions, including Portfolio Advisory Services, which was created using Nobel Prize-winning concepts. Your customized wealth management strategies will consistently be updated as your life changes, and as retirement gets closer. Along with helping you accumulate wealth, we will also help you plan for expenses in retirement, like health care, so you can maintain your desired lifestyle in your golden years.

Besides planning for retirement, we know you may have other goals that you’d like to reach during your lifetime. These could include helping your children or grandchildren pay for college, purchasing a vacation home, or starting a business. DeFilippis Financial Group^® offers solutions and services to help you with whatever financial goals you may have.

DeFilippis Financial Group^® will also help you create strategies for replacing your income once you do retire. Through products like annuities, plus consultations on Social Security, we will develop a holistic strategy so you can feel confident about your future.

Through our risk management planning, including life insurance, long-term care insurance, and disability income insurance, we’ll help create a plan to both prepare for the unexpected, and leave your legacy according to your wishes.