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Chartered Financial Consultant® · Course Name Certificate Chartered Financial Consultant® https://badges.theamericancollege.edu/6a2b33e3-39ba-4fbb-b6af-8d249bea7a83 Retirement Income Certified Professional®
Virtual
In-Person
Specialties
VINCENT DEL FRANCO, ChFC®, RICP®, ChFEBC ℠, is an experienced and disciplined financial professional who has spent over 31 years providing sound financial guidance to individuals, families & business owners with a wide range of financial needs.
He has a unique approach to helping people find money they unknowingly and unnecessarily transfer away. This includes addressing the significant areas of wealth transfers that we make throughout our LifeTyme, such as mortgages, taxes, qualified plans, education expenses, major purchases & investment strategies. He believes it makes little sense to have a million dollars saved at retirement only to discover you may have lost a million along the way! Through a solid educational program and gathering pertinent data specific to your goals, Vincent will provide you with a LifeTyme Financial Strategy for creating, building, and optimizing wealth. Vincent obtained his Chartered Financial Consultant (ChFC®) designation through the American College and Retirement Income Certified Professional designation (RICP®). This equips him with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement. RICP® enables him to demonstrate tremendous value by delivering intelligent strategies for creating secure, sustainable income for a client's retirement. He also obtained the Chartered Federal Employee Benefits Consultant designation (ChFEBC℠). This program prepares professionals to meet the financial needs of Federal Employees. With the ChFEBC ℠, he can identify and establish specific goals and formulate, implement, and monitor a comprehensive plan to achieve those goals. It also provides extensive knowledge about FERS, CSRS, and Special Provisions (LEO, FF, ATC, CBPO, MRT). Vincent holds his Series 65, Life/Health and Disability license and is a qualifying member for the prestigious MDRT – the Million Dollar Roundtable representing the top 1% of Insurance and Investment Professionals. He is also the current Chief Compliance Officer of LifeTyme Financial Advisors, LLC. His commitment to staying current on industry trends includes coursework for the Chartered Life Underwriter (CLU®) designation through the American College. Anyone can attend his informative educational workshop series in the Phoenix Metropolitan area and national client webinars covering critical aspects of wealth creation and management strategies. Through his affiliation with various providers, Vincent invites CPAs, enrolled agents, and tax accountants to learn about tax strategies within the financial services industry and receive CPE credits for attending. Vincent is a Navy veteran who supports military and public safety veterans by supporting House of Heroes Arizona. He also serves the community through his work with the Kiwanis Club. As a devoted family man, Vincent has been married to his wife, Tracy, for over 33 years and has two grown sons, Armani and Gianni.
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Always free for clients.
Chartered Financial Consultant®, Course Name Certificate Chartered Financial Consultant® https://badges.theamericancollege.edu/6a2b33e3-39ba-4fbb-b6af-8d249bea7a83 Retirement Income Certified Professional®
Chartered Designations
What do these credentials mean?
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Advisory services are offered through LifeTyme Financial Advisors, LLC, a Registered Investment Advisor in AK, AR, AZ, CA, CO, CT, FL, IL, MA, MD, ME, MT, NJ, NV, NY, RI, TN, TX, UT, WA, and WY. LifeTyme Financial Advisors, LLC outgoing and incoming emails are electronically archived and subject to review and/or disclosure to someone other than the recipient. We cannot accept requests for securities transactions or other similar instructions through email. We cannot ensure the security of information emailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer.