DELGALLO.COM Wealth Management Essentials -
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Del Gallo Financial Services, LLC is an Investment Advisory Firm and can customize workshops or offer standardized seminars to meet employer and employee needs. Programs for financial education services can be created to meet the needs of any size employer or budget. Del Gallo Financial Services, LLC has been educating individuals on the importance of Financial Planning for over 20 years. Please contact us today at DELGALLO.COM for Wealth Planning & Management. Integrated Asset Management is Len's expertise.
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- Estate Conservation - Financial Managment
- Income for Life - Investment Fundamentals
- Retirement - Retirement Income
- Taking Control - Tax Cuts and Jobs Act
- College Funding - Surviving Market Swings
- Social Security Issues - Estate Conservation
- Retirement Income Strategies
Workshops/Seminars can be presented to Corporate Employees, Community Organizations, School Districts, Non-Profit Organizations, or other entities who are in need of this important information!! Please schedule a time today for your organization!
Specialized Topic - Life Planning For Children with Special Needs
Len is devoted to helping the community as a Certified Financial Planner™ (CFP®) and Master Planner of Advanced Studiessm (MPASsm) specializing in helping families with dependents with special needs. Len is committed to helping families through the maze of financial complexities and issues surrounding the planning for the future of children and other dependents with special needs. The planning is not only focused on lifetime care, but also quality of care for children or dependents with special needs. Len can help coordinate the planning process so parents can sleep better knowing they have provided for their children with special needs. Len can assist parents of children with special needs in a number of different ways:
* Provides Educational Workshops for Parents
* Resource Referrals for Parents of Children with Special Needs
* Explains Techniques to Preserve Benefits Eligibility
* Help Organize a Letter of Intent
* Provides Referrals to Attorneys, who Specialize in Special Needs Trusts
*Assist in Establishing an Implementation Plan
Website Links to gather additonal information courtesy of Del Gallo Financial Services, LLC
Click to Link with Len Del Gallo - Linkedin Page - https://www.linkedin.com/in/leonard-del-gallo-jr-437683ab/
Informative Articles: https://delgallo.com/Informative-Articles.html
Real Estate : https://delgallo.com/LENDELGALLOREALESTATE.html
What is a Certified Financial Planner - CFP® - https://en.wikipedia.org/wiki/Certified_Financial_Planner
Financial Planning Association: www.fpanet.org
CFP® Board of Standards: www.cfp.net
CFP® Certificate Link: https://certificates.cfp.net/77250809-dc27-4803-99e6-104dc4723b69
Reuters News: www.reuters.com
Connecticut Department of Banking: https://portal.ct.gov/dob
Connecticut Department of Social Services: https://portal.ct.gov/dss
Social Security Disability: https://www.ssa.gov/benefits/disability/
Connecticut Parent Advocacy Center - Children with Disabilities: http://cpainc.org/default.aspx
Breast Cancer Research Foundation
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