Phillip Di Rocco

Phillip Di Rocco Dedicated to helping people better understand their current financial situations and reach their fut

Dedicated to helping people better understand their current financial situations and reach their future goals by providing professional financial guidance.

02/22/2024

Will your business be enough to fund your retirement? Let’s talk about how to grow, diversify, and protect your retirement income — today and tomorrow.

Along with providing important coverage, the potential for dividends* can be key to the overall value that participating...
02/21/2024

Along with providing important coverage, the potential for dividends* can be key to the overall value that participating whole life insurance offers.

https://bit.ly/48qVQaw

*Dividends are not guaranteed.

A new law is making it easier for Americans to do both. Learn how you can take advantage in 2024 and beyond.https://bit...
02/20/2024

A new law is making it easier for Americans to do both. Learn how you can take advantage in 2024 and beyond.

https://bit.ly/3UHEdjJ.

For those working freelance, tax requirements can be very confusing. Knowing where you stand helps your long-term financ...
02/20/2024

For those working freelance, tax requirements can be very confusing. Knowing where you stand helps your long-term financial goals stay within reach.

https://bit.ly/4bMIZCr.

Interest rate uncertainty is still in the forecast with the CME FedWatch Tool currently reflecting an 84% chance that th...
02/19/2024

Interest rate uncertainty is still in the forecast with the CME FedWatch Tool currently reflecting an 84% chance that the Federal Reserve does not adjust rates at their March FOMC meeting. Expectations change, but having your equity and fixed income portfolios positioned for the long-term can help bring balance.

Reach out if you have questions about the current interest rate environment and your investment strategy.

Kickstart your year by setting financial goals. Download the checklist to begin: https://bit.ly/3SZHAkI.
02/15/2024

Kickstart your year by setting financial goals. Download the checklist to begin: https://bit.ly/3SZHAkI.

Building a solid retirement plan is key to your success as a business owner. Plan smart and thrive longer. Let’s connect...
02/15/2024

Building a solid retirement plan is key to your success as a business owner. Plan smart and thrive longer. Let’s connect.

One of the best ways to show your love on is to build a strong foundation to help protect your loved ones. Let’s talk...
02/14/2024

One of the best ways to show your love on is to build a strong foundation to help protect your loved ones. Let’s talk!

https://bit.ly/3UFbtI8.

Don’t overlook variable annuities in a bear market. Offering various protections such as death benefits and guaranteed l...
02/14/2024

Don’t overlook variable annuities in a bear market. Offering various protections such as death benefits and guaranteed lifetime income, variable annuities provide a less risky method to use the market to grow your savings. Let’s chat and see if a variable annuity makes sense for you.

https://bit.ly/42CPvHK

Feel empowered to build a secure future for you and your employees. Let’s discuss financial strategies to support your b...
02/08/2024

Feel empowered to build a secure future for you and your employees. Let’s discuss financial strategies to support your business.

Understanding how your financial assets will be taxed is an important part of your financial picture. Let's discuss tax ...
02/07/2024

Understanding how your financial assets will be taxed is an important part of your financial picture. Let's discuss tax diversification options and the possible outcomes.

https://bit.ly/42yYNos.

Overpaying on income tax throughout the year could result in a larger tax return. Let's talk about ways to put that mone...
02/06/2024

Overpaying on income tax throughout the year could result in a larger tax return. Let's talk about ways to put that money toward your future financial goals.

https://bit.ly/42rBXil.

Address

Irvine, CA
92614

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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