About

R.P. Damico & Associates works closely with individuals and small businesses who value high quality information and accountability. We seek to understand each client’s position, make recommendations, and implement necessary solutions to better their financial position based on what is important to them and their future.

We value the relationships we have with our clients and are committed to providing excellent service and individualized solutions to their financial planning needs.

We work best with responsible individuals who want the right solutions for themselves and their families. There are no cookie-cutter solutions. Instead, we are committed to sound advice. Solutions should not be sold over the counter.

Long-term financial planning decisions have never been more complex, especially for individuals who have accumulated wealth. Creating a comprehensive financial plan that balances your personal and financial goals is not simple, though it is a vital step for helping your capital and creating a path towards achieving your financial goals.

We work effectively with people from a variety of disciplines and stations in life. Our focus is on the following three areas:

• Individual retirement and pre-retirement planning
• Helping with the complete needs of individuals that own businesses
• Families planning for estate and wealth transfer