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.