Bruce P De Falco MBA

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Website
375 N Stephanie St Ste 712 Bldg 7
Henderson, NV 89014
+1 (702) 396-1603
https://www.brucedefalco.com

Specialties

I like to start each client relationship by building a picture of who you are and what you hope to one day achieve. From here, the process evolves into analyzing your personal situation to develop strategies specific to your circumstances. My clients fall under two main categories: Personal, including Wealth Management and Financial Consulting, and Business. On the Personal side my areas of specialization consist of: Portfolio Review, Risk Assessment, Asset Allocation, Investment Selection for: Mutual Funds, Annuities, Insurance, Stocks, ETFs, Bonds, and REITs, Investment Management, Retirement Strategies, Insurance Analysis, Tax Planning, Estate Conservation, Family Legacy Development, and Incorporating Life Changes. On the Business side, I am experienced in Retirement Plans: 401(k), SIMPLE, and SEP, IRA (Traditional & ROTH), and Insurance: Life, Health, Disability, and Long Term Care.

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