- Tax Planning
- Charitable GivingThe 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.
- Mutual FundsThe mutual funds and variable insurance products that may be referred to on this site or on the New York Life Insurance Company corporate site may be offered or sold only to persons in the United States. New York Life is licensed to sell insurance in all 50 states. Please be sure to verify the individual agent's state insurance licensing information on this site.
- Wealth ManagementLiz graduated from Siena College with a Bachelor of Science in Finance. She is a member of the National Association of Insurance & Financial Advisors (NAIFA) and a member of the Million Dollar Round Table. Liz is a current board member for the Siena College Center for Private Wealth Management and enjoys being active in her community through various volunteer organizations.
- Cash Flow AnalysisOur clients also need professional financial guidance in Asset Allocation, Debt Elimination, Liquidity and Cash Flow Analysis.
- Financial PlanningDevelop financial planning recommendations. This step outlines the modifications necessary to your current financial blue print in order to help you achieve your planning goals and objectives.
- Retirement PlanningBeginning his career in 1976, Joseph F. Di Bella worked in estate planning, retirement planning and business succession planning. Joe was the founding partner in The Di Bella Financial Group, LLC. Joe was also an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser. His relationship with Eagle Strategies allowed him to provide financial planning services and fee-based investment advice to his clients.
- Asset Management
- Asset ProtectionThe 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.