The DellaVecchia Group, LLC
Planning for the Future

Individual Services

Insurance Planning 

Maximizing protection for you and your family against loss. Insurance provides peace of mind for you and your family knowing that you and your loved ones will be taken care of.

- Auto

- Home

- Liability

- Workman's Compensation

- Disability

- Health

- Life 

- Long Term Care

Investment management,

Investment Management 

Investing can be a tricky business, but with the help of The DellaVecchia Group, LLC you get to work with your own personal consultant to create an investment strategy that is best for you. 
- Stocks
- Bonds
- Mutual Funds
- Options 
- Alternative Investments
- Annuities 

Estate Planning

The planning process to form a strategy on how to handle the accumulation, conservation, and distribution of your estate.

This can be a long and complicated process but our consultants will make it easy for you, so you can design a plan that works for you and your family.

Long Term Care Strategies

Long Term Care is the on going service and support needed for an individual who has a chronic health condition or disability. Without proper planning a long term care event could potentially deplete a family's assets, which they have worked so hard to accumulate. We evaluate potential ways to preserve assets and help manage risk.

Retirement Planning

Planning to provide strategy to manage your wealth for your retirement years. Working with a financial consultant you will develop a financial strategy that can allow you to live comfortably in your retirement years, free of financial pressures.

- Social Security 

- Medicare 

- Pension Distribution Strategies

- Income Planning 

Educational Funding

Funding for higher education comes with a high price tag. Working with our Financial Consultants will help you determine your educational funding needs and develop a plan to approach it.

-State-sponsored college savings plans (529s) 

-Education Savings Accounts
-Traditional and Roth IRAs
-Custodial accounts (UGMA/UTMA)
-Education Trusts