Financial Planning Process


For many, the answer to this question involves Money. Some are trying to make ends meet, while others have the financial means to last for generations. Yet for all, the Future depends on what you do Today.

Today you've come to this website to seek information. Whether it be to research the company, look up an existing account or learn the difference between a Roth or Tradition IRA, you are seeking information.

At Sanfillipo Financial, it is our goal to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation today.

We hope to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we want you to see the potential value of working with professionals to pursue your financial goals.

We will work with you to construct a portfolio that is designed to fit your specific financial circumstances, whether your goal is wealth accumulation, wealth preservation, income generation or family planning.

While working with you to develop a customized financial strategy, we will walk you through a step-by-step process designed to help make you feel more comfortable with your decisions.  

We offer a range of portfolio solutions that incorporate a risk-forward approach and innovative thinking around investment evaluation and portfolio construction.  Our goal is to create a solution to keep you on track for the long-term, even as your circumstances and markets change.

Our purpose-built solutions help you to take a disciplined approach in all market conditions to help you focus on long-term goals, not short-term fears.

Once your goals have been established, we will help you customize an appropriate plan designed to suit your vision and objectives using these program options:

  • Investment strategies
  • Insurance and annuity products
  • Retirement planning
  • Estate planning
  • Business planning
  • Employee benefits