Partnering With Georgetown Financial Group
A message from John A. DeSalva, President & Founder, Georgetown Financial Group, Inc.
If you’re looking to accelerate your growth, choosing the right partner can be the most important step to taking your business to the next level.
Build On A Foundation For Growth
Building a business on a solid foundation is easier said than done. The truth is that many broker-dealers may not have the resources to provide the technical support, market intelligence, and connections to make that happen. Even broker-dealers owned by insurance companies or banks may find that there simply isn’t a commitment to make such resources available.
Georgetown Financial Group, Inc. was created by financial professionals just like you.
To learn more about how Georgetown Financial Group can provide you with a single source for proven, results-oriented business development solutions contact John DeSalva, President at 203-544-9300 x 12 or [email protected]
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Do you have an estate strategy? You should.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Here are 4 great, and sometimes unexpected, places to raise a family.
Marriage changes everything, including your insurance needs.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What is your plan for health care during retirement?
All about how missing the best market days (or the worst!) might affect your portfolio.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There are hundreds of ETFs available. Should you invest in them?
The market is as unpredictable as the weather. We’d love to help you prepare.