Broker Check

Services

How We Work

At RP Damico & Associates, we specialize in helping individuals build secure, well-planned retirement strategies tailored to their unique needs. Whether you’re retired or preparing for the next stage of life, working with us provides valuable insights and guidance to help you make informed financial decisions.

We believe in personalized, hands-on service, taking the time to educate our clients and simplify financial concepts—from investing and insurance to estate preservation and wealth management.

Retirement comes with many uncertainties, and one of the biggest concerns is ensuring your money lasts. That’s why we focus on smart financial management and long-term stability, helping you navigate retirement with confidence and peace of mind.


Investment Management

Basic Plan Update
Income & Expensive Review
Net Worth Update
Insurance Review
Goals and Objectives Review
Portfolio Management
Online Account Access
Annual Personal Meeting

  Financial Planning   

Advanced Plan Update
Portfolio Management
Portfolio Coordination with Income
Retirement Projections
Income Strategies
Insurance Policy Review & Planning
Financial Planning
Estate & Beneficiary Review
Semi-Annual Personal Meetings

Wealth Management

Complex Financial Plan Update
Portfolio Management
Tax Planning
Estate Planning
Trust Integration
Wealth Conservation
Tax-optimized Investing
Business Financial Planning
Quarterly Personal Meetings

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

rdamico@rpdamico.com  |  585-216-1022