SERVICES

All of the Services you Need in One Place…

Regardless of your current financial status, if you are motivated to take action towards increasing your wealth, paying less in taxes and/or providing financial security and independence for you and your family, DeBartolo Financial Services and our associates are ready to help you!





To provide service in an efficient manner, we offer multiple services in one location. No longer do you need to have uncoordinated advisors who separately provide tax, insurance and investment advice.

DeBartolo Financial Services provides the following services:

 ESTATE PLANNING:


• Eliminating or reducing the government’s “inheritance” from your estate


• Helping protect assets and income from a nursing home stay


• Helping protect against a forced liquidation of investments and personal property



RETIREMENT STRATEGIES:



• Analysis of when to retire and how long your assets will provide the income for the lifestyle you desire


• Alternatives to the employer-sponsored plan



BUSINESS ADVISORY:



• Worry-Free Exit Strategies for the Business Owner


• Efficient and Accurate Pension Plan Administration


• Business Continuation Strategies


• Key Man Retention Strategies


• Mergers and Acquisitions Consulting


• Tax-Advantaged Retirement Income Strategies



EMPLOYEE BENEFITS:


• 401(k), SIMPLE IRA, Profit Sharing and SEP Plans



• Group Life Insurance, Dental and Disability Plans



• Supplement Executive Retirement Income Plans



EDUCATION FUNDING*

• Tax-Advantaged Investment Programs for Parents and Grandparents

Choose professionals who are dedicated to providing the highest level of service in the financial areas that are important to you .... DeBartolo Financial Services.





**HTK does not provide tax, legal or accounting advice or services.