Investments, Retirement and Estate Planning

Chris Delzio
Florida investment broker
Chris Delzio
Chris Delzio
Chris Delzio

 

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Services – Products – Vehicles

 

 

Four principles I find essentials are as follows:

  1. Increase the value of assets
  2. Protect what has accumulated
  3. Position assets so that income may be taken throughout retirement
  4. Position the assets for smooth transfer to heirs

 

Here are the two main services I offer:

  1. Investment Management of stock, bonds, mutual funds, cash and other assets in order to meet specified investment goals for the benefit of the investor, family and heirs.
  2. Estate Planning.  Asset protection is the main reason for placing one’s assets in trust.  There are many different types of trusts; revocable and irrevocable being the most common.  Depending upon your financial situation, it may be wise to establish a Medicaid-qualifying trust to protect your assets.

Services

 

  • Retirement and Fixed Income Planning
  • IRA and 401k Rollovers and Transfers
  • Traditional and Roth IRA's
  • Corporate Retirement Plans SIMPLE, SEP IRA's
  • Life Insurance
  • College Funding
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    Vehicles

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  • Mutual Funds
  • Annuities-Fixed, Variable and Immediate
  • REIT's and Limited Partnerships
  • Life Insurance
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    I have access to 252 Mutual Funds.

     

    Variable, Fixed, Immediate Annuities and Life Insurance: I have access to 40 top-named Insurance companies: Allianz, AXA, ING, Nationwide, Hancock, MetLife, Pacific Life, Sun America and The Hartford, to name just a few.

     

     

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