The Clarity Cast

Navigating Financial Advisor Fit w/ Derek DiManno and Aaron Moore

In this episode of The Clarity Cast, host Derek DiManno is joined by Aaron Moore as they dive into the crucial process of finding the right financial advisor FIT for you.

From asking the essential questions like fiduciary status and compensation models to understanding the advisor’s approach and client base, they explore the key considerations for establishing a successful financial advisory relationship. Whether you’re a seasoned investor or just starting your financial journey, this discussion offers valuable insights to help you navigate the complex landscape of financial advising and find the perfect fit for your needs. Tune in to learn how to make informed decisions when selecting a financial professional to guide you towards your financial goals.

Learn more at flagshipassetservices.com.

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Insurance and Your Financial Planning w/ Brian Villec, CFP®

In the latest episode of The Clarity Cast, brought to you by Flagship Asset Services, Derek DiManno welcomes Brian Villec to explore crucial aspects of long-term care planning to help individuals and families make informed decisions. They delve into the definitions of long-term care and custodial care, highlighting the activities of daily living that may require assistance.

The conversation covers the role of insurance coverage, including how policies handle different care settings and the importance of understanding Medicare and Medicaid. With practical advice and expert guidance, listeners will gain valuable insights into navigating the complexities of long-term care planning, ensuring peace of mind for the future. Tune in to empower yourself with the knowledge needed to make sound decisions about long-term care options.

Flagship Asset Services

Learn more at flagshipassetservices.com

Discussing Year End Planning With Joe Catanzaro, CFP®

In this episode of The Clarity Cast, we speak with Joseph A. Catanzaro, CFP® of Ambler, PA about and important topic this time of year: Year End Planning.

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Derek R. DiManno, CFP®, CLU®, CLTC®

Founder

Flagship Asset Services

Investing | Insurance | Retirement | Goals Based Financial Planning