Our Process
The DiPaolo Retirement Roadmap Report
Guiding You To And Through Your Retirement Journey
Step One:
The Reliable Income for Life Plan
To create an income plan to ensure that you and your family will have guaranteed increasing income for your entire retirement.
Step Two:
The Risk Management Plan
To eliminate unnecessary risk from your portfolio, while making sure you still have growth through reasonable rates of return.
Step Three:
The Tax Management Plan
To make sure you pay the lowest amount of taxes as allowed by law through the US Tax Code and create tax-free income when possible.
Step Four:
The Legacy and Estate Plan
To ensure that your loved ones and institutions receive all that you have planned for them. And to implement a plan that insures a smart and smooth transition from you to them.
Step Five:
The Health Care Plan
To anticipate the greatest potential out of pocket financial risk in retirement and create a plan to offset this risk with smart healthcare options for you and your family.