Hello and welcome to the Virtual U.S. Financial Advisors podcast. We’re now down to the last 2 parts of this series. Our guest, Matt DiFrancesco talks about his financial assessment process and shares insights on what financial advisors do.
Matt DiFrancesco is the Founder, Principal, and Member of High Lift Financial, a registered investment advisory firm. He is also the host of the Your Business, Your Life podcast
Join us today as Matt talks about what to look for in a financial advisor.
He also talks about:
Get a copy of Matt’s one-page assessment chart here: https://bit.ly/3tVosaq
P.S. Each person’s financial concerns are different. To take your financial assessment with Matt, go to www.highliftfinancial.com and click on Let’s Talk.
DISCLAIMER
The information compiled and posted here solely represents the opinions and views of the guest. It might not be similar to the opinions and views of High Lift Financial. It is not a substitute for tax or legal advice or professional investment.
Always consult your financial advisor with any personal or business planning queries. DiFrancesco Financial Concierge, LLC. d/b/a High Lift Financial is a Registered Investment Advisor registered with the State of Pennsylvania and subject to the State of Pennsylvania’s regulatory oversight.
ABOUT OUR GUEST
Matt DiFrancesco has worked with family businesses of various kinds over the past three decades. During that time, he has established himself as a valued advisor in all aspects of family businesses, from customized retirement plans and financial planning to cash management planning.
Today, Matt is the Principal and Financial Technician for automotive repair professionals at High Lift Financial where he and his team of professionals help small to mid-sized family business owners (including those from outside the automotive industry) navigate all of the critical financial events that happen inside and outside their business.