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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>When Does Your Personal Car Become a Commercial Vehicle?</p>

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?
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<p>Keep Your Umbrella Handy</p>

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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<p>Understanding Homeowner&#8217;s Insurance</p>

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.
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Unlocking the Treasures to Financial Wellness

Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.

 

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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