Paul F. DellaMonica, Jr., CFP®

Paul F. DellaMonica, Jr., CFP®

How to Prepare for Your Retirement and Potentially Save Hundreds of Thousands of Dollars with the Smart Retirement System

Here's what we cover:

  • A step by step guide from start to finish to get your financial house in order and plan for the future
  • ​The simplest way to understand cash flow and why not understanding it will doom your plan
  • Why a lack of tax planning is the most costly and most common blunder in retirement 
Paul DellaMonica
I've worked as an independent financial advisor for my entire career. The reason I chose this route for my business is so that I am never pressured to sell specific products or strategies to my clients. My client's financial future is my top priority and the number one determinate for the advice given.

With my practice, I am able to focus on the needs and goals of a select demographic of clients that fit in well with my expertise. This is why after a few years in the business I decided to pursure and achieve my CERTIFIED FINANCIAL PLANNER™ professional designation.

My objective is to help clients reduce taxes, maximize income, and enjoy the retirement that they've worked so hard to reach.
I currently live in Philadelphia with my wife Jillian.
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