Our Expertise

Financial peace of mind comes to each person in a different way. No matter where you are on your financial journey, we’re here to guide you through the process of creating a comprehensive plan to address all facets of your life. We’ll get to know you and help you determine the best way to enjoy your life now as you prepare for a sound future. We offer customized services and cutting-edge solutions to help you maximize the return for your hard work, protect your assets and your loved ones, and grow in each stage of life. Whatever you need to achieve your goals, however your family grows—we have you covered.

  • Wealth and Asset Protection
  • Estate and Legacy Planning
  • Business Succession and Exit Planning
  • Executive Benefits
  • Philanthropy
  • Financial Settlement Experience

Wealth and Asset Protection

The Di Bella Financial Group, LLC can identify a variety of financial strategies and retirement income plans that can help clients accumulate assets for the future, such as business-related non-qualified deferred compensation plans, qualified retirement plans, and other instruments. The Di Bella Financial Group, LLC also may offer techniques to help shield your business and personal assets from liabilities or life events. In addition to death benefit protection, this can help safeguard asset transfer to children and grandchildren.

Estate and Legacy Planning

A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected. The Di Bella Financial Group, LLC works with clients and their professional advisors to analyze their current financial status and assess the potential impact of state and federal taxes on a client’s estate. Using this baseline, The Di Bella Financial Group, LLC develops and suggests strategies that will meet planning goals in coordination with personal philosophies and family needs.

Business Succession and
Exit Planning

A lifetime of work goes into the development of a successful business, often making it a client’s most valuable asset. An estate plan should be in place to protect that asset and ensure its viability and value long into the future. The Di Bella Financial Group, LLC can offer innovative strategies for the continuation of the business that address the needs of each family member.

Executive Benefits

Most successful businesses employ talented executives whose contributions to the bottom line are critical. It is essential to attract and retain high-caliber people. The Di Bella Financial Group, LLC can suggest a variety of benefit packages that effectively retain key employees as well as attract new ones.

Philanthropy

The Di Bella Financial Group, LLC can help clients look at the benefits of a charitable giving plan designed to meet personal goals and achieve philanthropic objectives.

Financial Settlement Experience

One aspect of our firm is to help clients who have received substantial sums either through an inheritance or financial settlements.

We help clients that have experienced financial, emotional and, at times, physical hardships. They also can be dependent on the proceeds received in the settlement and are in need of lifetime income.

Our clients also need professional financial guidance in Asset Allocation, Debt Elimination, Liquidity and Cash Flow Analysis.