Vincent Del Franco [ChFEBC℠ ]
14362 Frank Lloyd Wright Blvd
Scottsdale, AZ 85260
Original Certificate Date: 12/19/2017
ChFEBC℠ Number: 1D10VP731
Organization: LifeTyme Financial Advisors
States Licensed: AK, AR, AZ, CA, CO, CT, FL, IL, MA, MD, ME, MT, NJ, NV, NY, RI, TN, TX, UT, WA, WY
State Insurance License #: 2002089
CRD #: 2443457
Primary Insurance: At LifeTyme Financial we shop the entire market to find a product to fit our clients needs. We also have number of preferred highly rated insurance carriers that we work closely with, such as Ameritas, National Life, Allianz, F&G Financial and Lincoln Financial
Primary Investment: As a fiduciary our primary focus is to provide our clients with a prudent globally diversified portfolio. For this reason, we only use Matson Money as our third-party money manager. The entire firm has our client’s best interest at heart. Mark, of Matson Money takes a stand for investors to achieve and live their American Dream. At Matson Money there is no stock picking market timing or track record investing.
Services: Comprehensive Financial Planning, which includes investments, insurance, college, mortgage, retirement & debt management. There is no cost or obligation for a consultation or review of your current situation. This cna be done in person or via Zoom. We offer a complete analysis to take advantage of all available federal benefits. This consists of a Pension, TSP and FEGLI review as well as retirement eligibility.
Additional Information: As a Navy Veteran with over thirty years in this industry it is an honor and privilege to serve the Federal Employee Community, as well as other Veterans and First Responders. There is no cost or obligation for a consultation or review or your current situation. This can be done in person or via Zoom.