Roccy DeFrancesco, JD

Advisor's Expert

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Education

We believe in the theory that you should only take as much risk as necessary to grow your wealth. For most, risk is something that should be avoided. When you work with the right team of advisors, risk can be mitigated or even avoided without sacrificing returns.

ASSET PROTECTION

Most asset protection “gurus” believe asset protection revolves around helping clients who have money protect that money from your “typical” creditor from a negligence suit.

 

RETIREMENT PLANNING

Our philosophy is that you should take the “least amount of risk to reach your financial goals” (it sounds simple but few take this approach).

 

TAX PLANNING

Remember, your number one guaranteed creditor every year is the IRS. Only you, with the help of qualified advisors, have it in your power to protect your money.

 

MORTGAGE PLANNING

 

LIFETIME INCOME

Thank you for your interest in the 7% return (accumulation value) FIA product that is coupled with a guaranteed lifetime income you can never outlive.

 

STOCK MARKET PROTECTION

It is my belief that this book will be the last book I’ll write in a series of books about how to protect and grow a person’s wealth. Only time will tell if that is the case.

 

THE DOCTOR’S WEALTH PRESERVATION GUIDE

Asset Protection – Learn how to protect your personal and business assets from disgruntled patients, creditors and divorce through the use of domestic and offshore planning tools. READ ON

 

THE HOME EQUITY ACCELERATION PLAN

H.E.A.P.™ is very simple in that the program shows you how to use every available dollar every day to pay down debt on your home mortgage.

 

ESTATE PLANNING

Estate Planning – Learn how to avoid the most common estate planning mistakes that could cost your heirs $500,000 – $3,000,000 or more and learn how to avoid the 70-83% tax trap.

 

RETIRE WITHOUT RISK

This book is dedicated to readers who are looking for understandable answers to the following questions: READ ON

 

PHYSICIANS PLANNING

Income Tax Reduction – Learn how to reduce your income taxes by $25,000 – $200,000 annually while avoiding the tax avoidance shams in the marketplace.

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