Products & Services

At DiMartino & Associates, Inc., we provide assistance in the following areas:

Financial Planning & Investing

  • Retirement Plans
  • Estate Planning & Gifting
  • 401(k), 403(b), 457, ESOP, Pensions
  • Executive Compensation Planning
  • College Funding Plans
  • Retirement Plan Rollovers
  • Social Security Planning
  • Medicare Planning

Insurance

  • Life Insurance
  • Annuties
  • Long Term Care Insurance
  • Medicare Supplements
  • Disability Insurance
  • Group & Individual Health Insurance
  • Dental Insurance

Additional Services

Our legal consultant can assist you with:

  • Preparation of wills, trusts and powers of attorney documents
  • Review Contracts
  • Employment matters
  • Corporare formation and documentation

Note: The attorney is independent and will discuss fees with you for the services you request.