Contact Information

Company:  R & D Financial Services
Contact:  Richard DiStefano
Address:  1136 E Harmony Ave Suite 203
City:     Mesa
State:    AZ
Zip Code: 85204
Phone:    480-491-4695
Fax:      866-791-1216
Email:    richard.distefano@lpl.com
Website:  www.richarddistefano.com

About My Practice

Rick DiStefano focuses on specializing with federal employee's benefits and retirement planning strategies (as well as all other civil employees) in areas of budgeting, income planning, IRA distributions, life insurance, health insurance, long term care, debt elimination. His approach is to educate his clients so complex retirement issues seem very simple and easy to understand -- allowing you to see your options and make good financial decisions. Now you will be able to customize your programs and retirement solutions -- you will never be "pigeon holed" into something that does not fit your retirement wants or needs. Unlike other planners, Rick works with you on a continued basis -- tracking your progress and making sure your retirement dollars are working for you.

Offering Advice Since

1985

Areas of Specialty

Retirement planning
Investment planning and asset management
Insurance
Long-term and elder care
Budgeting and cash management

Licenses, Certifications, Education, and Affiliations

Insurance Licenses: life & health, P&C
Security Licenses:  series 6 & 63 & 26
Other Licenses, Certifications, Designations: Senior Loan officer
Education: Bachelor in electro-optical Engineering

Charges to Clients for Services

Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies
Commissions and/or loads for investment products purchased

My Association with the Office or Firm

Independent Contractor

My Broker / Dealer Affiliation

LPL Financial

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