For Business Owners

For Business Owners:

At Di Giacomo Financial, we respect and appreciate those who had the entrepreneurial spirit to start their own business, like Tom did back in 1991. Not only do we want to help you plan for your individual financial future but for your business’s future as well.

We know your business is important to you and want to help ensure its success. We have worked with businesses of all sizes from sole proprietors to large corporations and understand the unique needs each business has.

We offer the following services for business owners:

Qualified Plans:

  • Profit Sharing Plans
  • Defined Benefit Plans
  • Assistance with 401(k)s

Non-Qualified Plans:

  • Key Person Life Insurance
  • Executive Bonus Plan
  • Split Dollar Plan
  • Non-Qualified Deferred Compensation/Salary Continuation

Business Continuation, Transition, and Succession Plans



Di Giacomo Financial is affiliated with the Vermont Agency, this affiliation with The Vermont Agency allows me to access the human capital and resources required to help meet my client's needs. For more information about The Vermont Agency please visit: