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DEL GALLO FINANCIAL SERVICES, LLC
My approach to business and individual financial, pension, and insurance analysis is to obtain from my clients detailed information including your attitudes, goals, and objectives; to analyze all the information obtained in order to develop alternatives for your consideration; to educate my clients about the implications of selecting a particular alternative; to implement the alternative selected by the client; and to periodically update the recommendations adopted. It is my goal to become your chief financial adviser and to coordinate the efforts of your other advisors in your best interests. I want you to be educated about your own financial affairs and to take an active role in managing them.
DFS's philosphy in performing an analysis is to gather adequate reliable information about a client's situation; to determine the client's goals and objectives, time horizon, and risk tolerance; to analyze all of the foregoing information in an objective manner and to develop recommendations for my clients based upon this thorough analysis and in the interest of rendering disinterested advice. In a personal financial services engagement, I endeavor to consistently act in the interest of my client and to place his or her interest ahead of our own. Moreover, I believe that a client should be both informed an pro actively involved in his or her personal financial affairs. Accordingly, I believe in holding frequent meetings with my clients to educate them about the financial, pension, or insurance analysis and the implementation process.
DFS has an investment philosophy that focuses on portfolio selection through Modern Portfolio Theory. Modern Portfolio Theory is the concept that the securities markets are generally efficient. Like traditional diversification, it looks at the risk and return characteristics of each investment, however, unlike traditional diversification, the interactions between the investments are also considered. In either case, past performance is not a guarantee of future results and there is no guarantee that a diversified portfolio will ourperform one that is not diversified.
DFS offers financial strategies tailored to suit the investment, pension, or insurance objectives of each individual or business. Investment strategies employed are predominantly long term in nature, although occasionally short term requirements will dictate a different approach. DFS does not offer, provide, or encourage short-term speculative trading of individual securities using such methods as selling short, option writing, or spread strategies. Hedging techniques may be used within accounts and an explanation can be reviewed in the mutual fund prospectus, Form ADV Part II, disclosures or agreements. DFS is not actively involved in the selection of or the analysis of individual securities. If the client requests specific advice, DFS relies primarily on the information from our research sources. The client retains full responsibility for determining whether to adopt any financial, pension, or insurance recommendations in light of their financial goals and ability to accept risk. In addition, DFS does not forecast interest rates or stock markets as a market timing process.
BUSINESS SERVICES
401k * Defined Benefit Plans * Defined Contribution Plans * Nonqualified Plans * 412 (i) * SEP * SIMPLE Plans * Buy-sell insurance * Managed Accounts * Payroll deduct 529 Plans * 403b * Group Life insurance * Group Health insurance * Group Disability Income Insurance * Group Long Term Care Insurance * Trust referral services * Workshops/Seminars *
INDIVIDUAL SERVICES
Financial analysis* Investment Advisory Services through Managed Accounts * Financial Planning * Consulting Services * Trust Referral Services * 529 Plans (college savings programs) * IRA * Annuities * Planning for Children with Special Needs * Life insurance * Health insurance * Disability Income Insurance * Long Term Care Insurance * Workshops/Seminars *
Let Del Gallo Financial Services, LLC help your family or business with our independent personal touch without sacrificing the broad resources required in today's market!
The aforementioned is a product and service listing only and is not intended to be an offer for the sales or securities or investment advice. Securities are offered by prospectus.
Investment Advisory Services, Consulting, & Financial Planning, are offered through representatives of Del Gallo Financial Services LLC, a Registered Investment Advisor. Please review the ADV Part II, Privacy notice, and disclosures of Del Gallo Financial Services LLC, these are available upon written request.
Del Gallo Financial Services, LLC is located at P.O. Box 717, Avon, Ct. 06001-0717. (860-675-5201)
Del Gallo Financial Services LLC and its representatives do not provide tax and legal advice. Please consult your tax advisor and attorney for such guidance.
Please note that the information being provided is stricly a courtesy. When you link to any of the websites provided, you are leaving this site. Del Gallo Financial Services LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is either company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or use of a third-party site.
