CONNECT

Address:

Phone:

Brett DiPasquale

Brett DiPasquale

Financial Planner

My goal is to provide individuals, families and business owners with assistance in building their financial freedom.The financial well-being of your family, your business and your retirement are of vital importance to me. My purpose is not to leave your financial future to chance and circumstance. My goal is to position myself as your personal lifetime financial resource. 

 

HOW WE HELP PEOPLE

• Comprehensive Financial Analysis
• College Funding Strategies
• Disability Income Insurance
• Retirement Planning
• Whole Life & Health Insurance
• Term Insurance
• Universal Life Insurance

PRODUCTS AND SERVICES

• Disability Income Insurance
• Estate Conservation Strategies
• Education Funding Strategies
• Long-Term Care Insurance
• Medicare Supplement Coverage
• Pension Payout Alternatives
• Pension Transfer/Rollovers
• Variable Universal Life Insurance
• 401K Plans
• Group Life, Disability, Health & Dental Insurance

ESTATE CONVERSION STRATEGIES

• Charitable Giving Strategies
• Second to Die Insurance
• Grandchild Education Funding
• Estate Analysis & Conservation

INVESTMENT AND RETIREMENT SEVICES

• Fixed, Indexed and Variable Annuities
• Mutual Funds
• Tax Sheltered Annuities, 403(b) Plans
• Roth & Traditional IRA Consolidation / Rollovers
• Asset Management & Allocation Strategies
• Simplified Employee Pensions

QUALIFICATIONS

• Licensed to sell life and health in: MD, FL, VA, CA, NC                                  • Securities licensed in: CA, DC, MD, VA, FL, NC

PERSONAL

• Resident of Charlotte, NC
• Born and raised in Baltimore, MD
• Graduate of Belmont Abbey College, Belmont, NC
• NCAA Baseball Alumni
• Million Dollar Round Table Qualifier
• Leaders Conference Qualifier

 

 

 

 

Phone 704.643.0168
Fax 704.643.0409