Spending time with family, thinking about your health, giving to future generations.
Whether you’re approaching or already enjoying retirement, you want to be certain you won’t outlive your wealth. We’re committed to not only equipping you with a fully integrated financial plan—but helping you experience the retirement you’ve envisioned.
Creating a Retirement Plan that Fits Your Needs
We apply decades of industry insight to develop a strategy that aligns with your lifestyle needs.
Through a comprehensive approach, we’ll tie together all aspects of your wealth and resources:
Retirement Income Planning
We’ll coordinate all streams of income, including your retirement accounts and Social Security, and develop an organized plan to support you throughout your golden years.
Together, we’ll create a plan for your assets in order to ensure that they’re transferred according to your wishes. We’ll work to identify and manage tax implications and will collaborate with your estate attorney to establish your plan.
Investment Advisory & Management
At this stage, we’re focused on helping you maintain the assets you’ve accumulated over time in order to secure your financial picture. Delta will regularly monitor your investments and adjust when necessary.
Tax Planning & Preparation
Led by founder Beverly A. Fischetti, who is both a CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant, we take care of all of your tax needs. From implementing proactive tax-efficient measures to preparing your taxes, we’re committed to helping you keep more of your wealth.
Our team will review and analyze your needs for insurance and risk. We consider your medical care planning, asset protection, and more—safeguarding your health, your family and your resources.
Personalized Partnership Throughout Your Life
Delta serves as a trusted partner to our clients and their families. With a dedication to serving your discrete needs, we help ensure your unique retirement goals are met.