History
Mike Delmonico has been in the Financial Services since 1995. Kevin Stateham was originally licensed as well in the 1990's.They have a passion for teaching people a better and smarter way to handle their Retirement Saving Strategy. They are firm believers in looking at the whole picture and reducing tax, interest and fees that siphon a good portion away from your retirement funds. They have been offering Financial Education in the Workplace to local businesses free of charge.
Specialties
We teach you how to maximize your IRA against rising taxes, unwanted RMD's, stock market loss, maximize social security benefits, and immediate access to funds. Call us 508-278-7488 We teach you how to pay off all your debt in nine years or less. Creating your own bank, recover all of your expenses, and funding retirement. Our banking methods teach bussinesses to recapture every expense. While creating a bank to finance all your equipment and business operations. IRA Rollovers and 401K and Retirement Analysis are services to help business owners.