WELCOME TO DIPAOLO FINANCIAL GROUP
We take a proactive approach in helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
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Many Americans are worried about financial security in retirement. An employer-sponsored retirement plan is one of your most powerful tools for helping to ensure a comfortable retirement.
We developed this guide to help you or a loved one understand the steps involved in preparing retirement and making the most of your options if you contribute to a 401(k) retirement plan.
Our chief advisor is the president of the North Tampa Chapter of The Society for Financial Awareness. We serve the greater Tampa Bay area, including Hillsborough County, Pinellas County, and Pasco County. Our mission is to provide financial education across America, one community at a time.