Capital Management

Did you know that you may be able to select a self-directed option in your 401(k) account to provide yourself with more investment opportunities to build your portfolio?

Risk Management

Your biggest asset is your ability to work and earn an income—not your cars, homes or other material possessions—because without it, you risk losing everything.

Estate Planning

Proper estate planning is essential when planning to protect the foundation of your future.

Debt Management

You now have the ability to organize all of your personal financial information, including discretionary income and calculate a time efficient and financially sound approach to minimizing your debt.

Let’s Plan for Your Future

Capital Management
Retirement Planning
College Planning

Risk Management
Disability Income
Long Term Care

Estate Planning
Tax & time efficient strategies to pass wealth from one family to the next.

Debt Management
Become totally mortgage and debt free in less than half the term.

Social Security Analysis

Social Security is enormously complex. Making correct decisions could potentially mean tens of thousands of additional dollars in retirement.

There are hundreds of ways to claim Social Security. Do you know which strategy will maximize the lifetime benefits for you and your spouse?

Schedule an Appointment

Call Dennis Pellegrini at (610) 898-1241 and get your FREE Social Security Maximization Analysis.

Dennis B. Pellegrini

Got 401k?Please fill out the form below to receive your free guide.