I'm dedicated to help my clients live a worry free retiremen

The most important thing is to define your goals

 We're here to help all of our clients and their unique needs related to their retirement and financial help. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients. 

 Stephen Difatta understands that financial planning for your future is scary and uncertain, especially in today's economy. But, rest assured that in our hands we've helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and, often exceeded. We want to help make that dream become a reality for you and your family too.


Annuities Pros And Cons

Retiring comfortably, to me, includes the ability to travel. A lot.

 When it comes to securing your future retirement The benefits of a Life Insurance Policy or a Deferred Annuity is generally overlooked by many planners. Some recommend getting Term Life Insurance Rates for affordable life insurance but miss the opportunity of using Life Insurance Cash Values and knowing many of the Annuitiy Pro and Cons.  What you thought you knew about planning for Asset Protection,Long Term Care, Veterans Benefits, Family Legacy, turns out to be your biggest financial mistake

Would you like a worry free future?

Wouldn't we all? Finally, you can have the future you want without the worry of what tomorrow is going to hold for you financially. Stephen Difatta is dedicated to helping you achieve all of your future hopes and dreams with ease and comfort.

Stephen Difatta has well over 37 years of financial-planning experience. 

We are at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, we make sure to work around your budget.

We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day.

What you know today will determine where you will be five to ten years from now.  Knowledge is something you learn.  Wisdom is the ability to apply that knowledge to your everyday life."


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