Investment Banking · Florida
The goal of retirement planning is to achieve financial independence so that working is an option and the risk of running out of money is eliminated. To help us achieve this goal, we educate you on how to use Traditional & Roth IRA’s plus some alternative strategies to achieve a mix of taxable and tax free income. We are able to help you make sense of your current situation and guide you down a path of saving more money and taking less risk so that you can achieve your retirement income goals. Even if you haven’t started saving yet, you have a nest egg and don’t know what to do with it or you are already in retirement and would like some help ensuring that your income lasts all of your retirement years. Marc D'Elia is a seasoned insurance professional who prides himself on honest, intelligent advice and his ability to build a trusting rapport with his clients. A native of New York, this 20+ year Tampa local is passionate about helping those around him achieve financial success and long-term protection through the utilization of his Protection First Philosophy. With over a decade in the financial industry Marc strives to stay consistently educated while taking a holistic approach to each individual's personal needs, desires, and budget. marc-delia "A defining moment was when I became a husband and a father. At that moment I realized it's not just me anymore. I have other people relying on me to provide for them and in the event that I'm not around, they would be taken care of. It was that time that I met an insurance agent who explained to me the importance of protecting my family and insuring that their life can continue if I didn't come home in the manner that I left. He also explained that I was never too young to start preparing for my future and showed the potential for savings. That meeting inspired me to share that information with others. The best way I can help my clients is to know them and their situation. I am passionate abo