Michael Donofrio, CFP®, RICP®, AEP®
Building personal wealth is both an art and a science. Whether you are trying to create personal financial success or a corporate benefits program, the choices can be overwhelming and confusing.
Often, we're so busy in our lives, that the time we devote to planning is limited. As a result, financial decisions can be made quickly and without thought to the overall financial implications—leading to costly inefficiencies.
Donofrio Financial Management, LLC is a comprehensive financial services firm that is able to offer individuals, as well as small or medium-sized businesses, something very few firms can—a 360 degree view of your financial world. Using a team approach, we are able to provide breakthrough thinking that can maximize your wealth and bring significant value to your business, your career, and your life.
First, we will make sure you are aware of any financial areas in your life that are not working efficiently for you. Once we have established a complete picture of your finances, we'll work with you to help you realize your goals, implement a strategy, and help you achieve your desired results.
Utilizing a macro-financial process, we make it our responsibility to ensure that you realize an optimal fin ancial balance. In other words, maximized wealth and better protection of it. We are advocates of a planning process that examines every area of your financial world and then integrates them into a single financial strategy—from taxes, to insurance policies, etc.
We bring efficiency to your financial decisions. We eliminate costs and capture more money for you. Most importantly, we're never satisfied—we continually evaluate the process and adapt it to your changing needs. But at Donofrio Financial Management, LLC we’ll never tell you what you should do—our recommendations are not based on opinion. Rather, our model will allow you to see firsthand how—and if—our recommendations are leading you to a more successful financial future.
Over time, this process produces an offensive and defensive approach to creating wealth. Offensively, we enable you to create maximum wealth while, at the same time, maintaining a defensive position against eroding factors such as taxes, lost opportunity costs and market volatility, all in an effort to help you achieve a more enjoyable financial life.
Donofrio Financial Management, LLC can provide the following planning services:
- Financial Planning*
- Investment Management*
- Estate Planning
- Deferred Compensation
- Business Continuation
- Qualified Pension Planning
- College & Retirement Planning
- Mutual Funds* & Annuities
- Stocks & Bonds*
- Life Insurance
- Disability Insurance
- Long-Term-Care Insurance
- Group & Individual Health Insurance
- Group Life & Long-Term-Disability Plans