Strive for more in 24!

July 2024 -- Summertime, and the livin' is easy!

It's way too hot.  Stay inside, drink plenty of liquids!

July 4 -- Independence Day -- Our nation declared its independence from the King.  Enjoying our freedom is an American tradition.

July 14 -- Bastille Day -- France declared the end of the monachy.  Enjoying Freedom is a French tradition.

Call Jim to discuss the importance of planning for the future.  What will the next year bring?  What will the next 12000 days bring?

July is a time for a fresh review of your goals and objectives.  Warmer weather and annual flowers bring vibrant optimism.

Helping clients navigate their financial roadmap...

Welcome to the clients of Joseph M. Kissell!  It is an honor to carry on the tradition of quality service that you have come to expect by a dedicated professional.  Jim is looking forward to meeting you.  Don't hesitiate to contact Jim. 

Thank you, Joe.  Enjoy your well deserved semi-retirement!

Thank you for visiting the Deligianis Financial Services web site. 

Now, more than ever, it's important to have an investment plan that considers your needs and objectives.  Has your risk tolerance changed?  Contact Jim to for a discussion and an update to your financial plan.  (301) 646-8216    jimd@jjdfs.com  

 Now is a great time to reflect on the many blessings we have.

Take some time to enjoy Summer.

1 in 20 -- the number of people who are financially independent at age 65

We are open for business.  Uninterupted excellent service continues at Deligianis Financial Services.

Even though Jim has taken two doses of the Pfizer vaccine as well as three booster shots and two short episodes with the various varients, we will continue to implement the practice of social distancing.  Masks are on hand when needed.  We continue to provide service to all accounts.  If you would like a face-to-face meeting, let us know.  If you would like a zoom or phone meeting, don't hesitate to call, text or email Jim.

In this time of uncertainty, it's more important to review your goals and objectives.  Please call us if you need to discuss updating your life insurance policy or reviewing your current coverage.  If we haven't already touched base with you about your investments, don't hesitate to call us at your earliest convenience. We very much look forward to hearing from you and look forward to seeing you again soon.

   Are you on our email list?  Contact Jim today to get monthly economic updates.  We hope to help you make sense of market activity.  (301)646-8216

Call Jim today to discuss the possible value in rebalancing your accounts.

Whether you're looking for life insurance, investments, retirement planning or wealth management, you'll find resources here to get you started.

Take a proactive approach to your personal financial situation. This web site hopes to help you gain a better understanding of the financial concepts behind life insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with a skilled professional to pursue your financial goals.

 Hopefully, you'll look to this site to educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. Feel free to take advantage of this resource and visit us often. Be sure to add this site to your list of "favorites" in your Internet browser. We frequently update our information, and wouldn’t want you to miss any developments in the area of personal finance.

Life Insurance            Disability Income Insurance        Long-Term Care Insurance

Fee-Based Planning     Mutual Funds                               College Savings Plans

Fixed Annuities           Variable Annuitiies                      Equity-Indexed Annuities

Advisory Accounts      Separately Managed Accounts     Wealth Management

Individual Retirement Accounts (IRA's)           Social Security Planning

The information being provided on the following pages of this site is strictly as a courtesy:  Articles, Market Watch, Newsletters section, E-Seminars/Learning Center, Glossary, Calculators and Tax Library pages.  When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites or within these articles. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. 

 

Contact Jim for suggestions on how to improve this site.