Empowering YOU to navigate your financial roadmap with a personal touch! Celebrating ten years of service.

Thank you for visiting the

Deligianis Financial Services web site. 

 

August: It's traditional Back to School time.  It's a good time to learn more about your investment strategy.  Call Jim today.

August 3  International Beer Day (always a reason to celebrate)

August 15 Assumption of Mary

August 21 Eid ai Adha

August 26 National Dog Day

Let's work together to map out your financial roadmap.

America was not built on fear.  America was built on courage, on imagination, and an unbeatable determination to do the job at hand.

- Harry S Truman

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

Your visit should help you understand the opportunities and potential rewards that are available when you 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

Direct Placement Investments                Separately Managed Accounts

Wealth Management                               * Real Estate Investment Trusts    

Individual Retirement Accounts (IRA's)

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. 

*Real Estate Investment Trusts (REITS) are not suitable for all investors.  REITs carry substantial risks including, but not limited to illiquidity, limited transferability, absence of a public market, potential for development risks and construction delays, and the risk that the program does not achieve its objectives.  Quarterly statements of your REIT account holdings will not show value fluctuation because REIT share prices do not change until the REIT goes public.  As with all investments, past performance is no guarantee of future performance.