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:

Investment Management and Asset Allocation:

Mutual Funds
Common Stocks
Bonds (Taxable and Tax Free)
Variable Annuities
Indexed Annuities
ETF (Exchange Traded Funds)
Government Securities

Qualified Plans:

401(k), 403(b), and 457 Plans
SIMPLE Plans
SEP Plans
Profit Sharing Plans
Defined Benefit Plans
412(i) Defined Benefit Plans

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

Financial Services:

Buy/Sell Planning and Strategies
Disability Insurance
Retirement Planning
Estate Planning Strategies
Business Continuation/Succession Planning
Distribution Planning
IRAs Traditional, and Roth

“People Who Are Crazy Enough To Think They Can Change The World, Are The Ones Who Do.” – Rob Siltanen

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: http://www.vermontagency.com/

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