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975 Ebner Drive,
R.P. Damico & Associates, Inc.
“We seek to understand each individual so that we can truly offer personal support and guidance, with commitment and professionalism, which provides us all a foundation for financial success.”
Bridging the Confidence Gap
It May Be Time for a Financial Checkup
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:
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.
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 professionals are ready to evaluate and support all your potential investments.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.