Frank Del Palazzo & Associates
Financial Service
Why pick this one
Frank Del Palazzo & Associates specializes in customized retirement income plans, asset protection, legacy planning, and hybrid extended-care insurance solutions.
Best for
- Retirees seeking income designed to last throughout retirement
- Retirees prioritizing protection from market losses
- Families planning tax-free inheritance strategies
- Clients planning for long-term-care or extended-care expenses
- Retirees seeking individualized plans covering multiple income sources
Specialties
- Safe money retirement strategies
- Retirement asset protection
- Customized retirement income planning
- Family legacy planning
- Extended-care planning with hybrid insurance
Certifications
- Licensed financial retirement specialist
- Better Business Bureau A+ rating
What makes them different
- Retirement planning is based on three stages of a person's financial life rather than risk tolerance
- Offers market-risk-free retirement options according to the website
- Creates customized retirement income plans, with no two plans described as identical
- Uses hybrid insurance plans for extended care that remain accessible for withdrawal if care is not needed
- Arianna Lavallee hosts the Safe Money & Income radio show on WTKK 106.1
Distilled from this business's own website.
Contact & Location
- Address
- 425 Rolling Hill Rd Ste A, Sanford, NC 27330
- Phone
- (919) 776-9835
- Website
- http://www.wearesafemoney.com
Services
- Asset protection
- Retirement income planning
- Family legacy planning
- Extended-care solutions