Our Services
R.P. Damico & Associates works closely with individuals and small businesses who value good information and accountability. We seek to understand each client's position, make recommendations, and implement necessary solutions.
We have a commitment to service and value our relationships and the solutions we provide.
We work best with individuals who want the right solutions for themselves and their families.
We work effectively with people from a variety of disciplines and stations in life. We focus on the following 3 areas:
- Individual retirement and pre-retirement planning.
- Helping with the complete needs of individuals that own businesses.
- Family planning for estate and wealth transfer.
Our Process
Discovery - We use this time to learn about your financial concerns, dreams and expectations.
Planning - A thorough analysis is conducted and financial strategies are developed. Appropriate qualified professionals may assist as needed in your customized plan.
Recommendations - Once complete, you will receive, review, and approve your plan. The plan specifically defines the actions and strategies that can be taken to help you with your goals.
Implementation - Perhaps the most important step is acting on the advice. You are under no obligation to purchase financial products from us.
Monitoring - Change is a constant. Once we have implemented a plan, it will be monitored for progress.
Our Plans
Basic Plan - This plan is designed for the younger individual or couple who is beginning his/her career and needs to lay a foundation for their financial future
Advanced Plan - This plan is designed for the more established individual or couple who have begun to accumulate assets, but who need organization, a vision, and a concrete plan to reach their goals.
Comprehensive Plan - This planning level is meant to address financial concerns with deeper complexity. This is appropriate for higher income and net worth clients, business owners, and people who need to develop retirement income strategies. This planning level is large in scope, intensive in analysis, and comprehensive in application.
Our Team
Our professionals are ready to evaluate and support all your potential investments.
Our Philosophy
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.