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For Individuals

At DiStefano Financial Group, we have been helping individuals and families organize their personal finances since 1996.  Our approach is rooted deeply in educating you, thus empowering you to make important financial decisions you understand. Our comprehensive process of planning addresses every aspect of your financial life– from investments to retirement income strategies, college planning and long term care planning, and everything in between. 

For Employers

In today's economy, employees are more anxious than ever about the prospect of retirement. Financial stress impacts overall employee wellness, and in turn, affects your company’s bottom line. With the decline of 'defined benefit' plans, employees are called upon to take a proactive role in funding their own retirement. We specialize in delivering objective financial education to your employees, empowering them to make informed financial decisions.

Upcoming Workshops

Through the popular Retirement Planning Today® course, we have taught over a thousand local pre-retirees the basics of planning every aspect of their financial life. Delivered in a classroom setting, the courses allow for a high level of interaction with the instructor, and are supplemented with a written workbook and other reference materials. We offer classes to local businesses, as well as to individuals via local colleges and universities throughout our region.