EP 008: How a Financial Assessment Process Works - Part 8: Income Needs, Funding, Incentive Planning, and Asset Protection

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Virtual US Financial Advisor

Presented by Be Eminent

26 episodes

4 hours ago

Join Hannah Mitrea as she converses live with the leading financial advisors with years of experience in the industry. This podcast brings you financial stories, strategies, and industry-relevant facts straight from today's top financial minds. Listen now to the most influential people who will be delving into various aspects of finance and attempting to explain them. Want to be a guest on this podcast? Visit www.virtualusfinancialadvisor.com

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EP 008: How a Financial Assessment Process Works - Part 8: Income Needs, Funding, Incentive Planning, and Asset Protection

Virtual US Financial Advisor

15 minutes 34 seconds

3 years ago

EP 008: How a Financial Assessment Process Works - Part 8: Income Needs, Funding, Incentive Planning, and Asset Protection

Hello and welcome to the Virtual U.S. Financial Advisors podcast. Today’s episode is the last of an 8-part series featuring our guest, Matt Di Francesco

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 the other elements of the Financial Assessment Form he provides for his clients.

He also talks about:

(01:32) What are the ways to help protect assets
(04:01) The advantages of creating separate business entities under one umbrella
(08:57) Why you need to start to define what’s really important to you
(10:08) The purpose of having assessments
(12:04) What keeps him awake at night

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.