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Comprehensive Financial Planning

Comprehensive Financial Planning

We create one customized solutions for your every need.

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<p>The Long Run: Women and Retirement</p>

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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<b>Marc D'Elia &#160;CLU&#174;, ChFC&#174; | Financial Planner</b>

Marc D'Elia  CLU®, ChFC® | Financial Planner

Our business is built on a foundation of thoughtful client relationships.

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WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

<p>Your DNA Test</p>

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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<p>An Overview of Renter&#8217;s Insurance</p>

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.
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<p>When Life Insurance Becomes Taxable</p>

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
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LET'S GET CONNECTED

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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