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Watch a quick video to learn about our "Rock Solid Retirement Income Strategy".
Peace of mind that comes with retirement income that's guaranteed to last as long as you do! |
About Us |
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Arianna Lavallee | Retirement Planning Specialist
Frank Del Palazzo began his career in 1964 with Robinson & Company, a member firm of the NYSE. He owned and operated several companies throughout the years, and had a varied financial background. Frank’s passion was to equip his clients with the education and information necessary to make important decisions on how to secure their future and retirement.
In 2019 Frank passed on the business he built up for over twenty years to his daughter and partner of 5 years, Arianna Lavallee. Arianna is an accomplished and licensed financial retirement specialist and the host of the Safe Money & Income Radio show on WTKK 106.1. She recently became the youngest woman in the State of North Carolina to be elected for the position of County Commissioner. The philosophy and investing approach at Frank Del Palazzo & Associates is quite different from most. The planning for each client is based on the three stages of a person’s financial life and not from the standpoint of “risk tolerance.” Arianna’s unique approach to Safe Money strategies allows her to provide market risk free options for each and every retiree. Her clients breathe easy knowing their retirement is safe from market losses. Arianna, a proud alumnus of the University of North Carolina at Greensboro, is an experienced Financial Retirement Specialist with a demonstrated history of working in the financial services industry. Frank Del Palazzo & Associates has been a long-standing member of the Better Business Bureau with an A+ rating. |
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Helping You Enjoy a Worry-Free Retirement
Listen Every Week!
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WTKK 106.1 FM
Sundays 10:00 - 11:00 am |
Check out Arianna's recent radio segment!
She highlights the business history, client philosophy, and how she got started in the business. Click HERE
She highlights the business history, client philosophy, and how she got started in the business. Click HERE
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When it comes to getting safer with your retirement, sometimes the
first step is the hardest. We want to make it easy for you and take away the anxiety and uncertainty that often comes with working with someone new. Now you can read all about Arianna's safe money strategies and how he’s helped hundreds of retirees just like you. Did you know that Warren Buffet’s number one rule to investing is never lose money? He also has a second rule… |
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We Love To Meet New People!
