Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Smart investing doesn't have to be complicated investing. Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
Smart investing doesn't have to be complicated investing. Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
Services
Destefanis Financial Services (DFS) is an independent financial service firm located in Hingham, MA that works with individuals of all ages and life stages, pre-retirees, retirees, women, working professionals, couples, families, business owners and individuals who experience sudden wealth. We learn through discussion what is important to our clients and address client's financial concerns and questions.
John is dedicated to developing lasting relationships with all his clients. He believes in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with John is his ability to provide clear, easily understood explanations of financial products and services.
We offer flexible meeting times (including nights & weekends) to coordinate with your busy schedule. We work to ensure you leave our office with peace of mind and an understanding of what's happening to your money. We encourage you to contact our team at any point with your questions, suggestions or concerns.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here. Learn about the advantages of Business Owner Policies with this highly educational and fun animated video. How does your ideal retirement differ from reality, and what can we do to better align the two?
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