401Ks
Our passion is to help others reach financial freedom so they can focus on what really matters in life. We Read More
Read More ›My Approach
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve. I will guide my client’s journey by working together to reach their financial objectives and securing a financially sound future and building a long respectful relationship. My Goal is to help my clients achieve what’s most important to them. Click here for disclosure.
Investments
May 27, 2016
Our mission is to help you plan your financial life and then work with you to manage and preserve your wealth so you can reach your goals. We believe in educating you about your choices and defining terms in clear, non-technical language.
DiFederico Financial can offer a comprehensive analysis of your investment portfolio and asset allocation, offering actionable recommendations. We can periodically readjust your holdings to take advantage of market shifts, or to accommodate changing priorities in your life. We have a thorough process that enables both the client and the advisor to determine the most efficient approach to take in the management of client investments.
We take pride in our ability to assess and deliver on our client’s unique needs, desires and goals. When we construct portfolios, we value diversification & long-term value investing, following a disciplined process of analyzing securities. We choose investments with a proven record of significantly reducing downside risk while attaining reasonable returns. This method has historically stabilized portfolios and helped shelter our clients from the worst financial events of recent years.
