You’ve worked hard all your life. It’s time to invest in yourself.

We believe that every financial decision is an important one. Our experts are committed to providing clear insights and tailored guidance, ensuring that you feel confident and informed in your financial journey.

We Focus on Each Stage of Life

Which one are you currently in?

Ages 65+

Retirees

Ages 50-65+

Pre-Retirees

Ages 35-50+

Mid-Career Adults

Ages 25-35

Young Families

Ages 20-35

Individuals

Meet the team at the DiStefano Financial Group

We know that planning for your financial future alone may seem overwhelming. Both Christopher E. DiStefano, CFP®, CLTC and Jack Yvon CLU®, MBA have decades of experience working with a variety of clients and financial situations.

Our advisors’ collaborative approach provides multiple perspectives to help our clients navigate any situation. They do this while including all key decision makers in the process, every step of the way.

“Someone’s sitting in the shade today because someone planted a tree a long time ago.”

Warren Buffett

“Education takes a lot of the anxiety out of planning for the future. This is why teaching is our focus.”

Christopher E. DiStefano

Join Our Workshop

More Information = Better Financial Decisions

To date, thousands of pre-retirees have taken our Retirement Planning Today® course to educate themselves on every aspect of personal finance – from income planning to investments and insurance, college planning to eldercare and retirement.

Our cost-effective classes are taught multiple times a year by experts Christopher E. DiStefano, CFP®, CTLC, and Jack Yvon, CLU®, MBA, at Western New England University, Holyoke Community College and other educational institutions throughout the region.

Dream of your future?
Let’s plan for that scenario.

Let’s Create Your
Retirement Income

Your current choices will impact your future.

It may seem far away, but it’s never too early to start planning the rest of your financial life. 

Making smart financial decisions now can help impact how you live in retirement. We can assist you along the way, no matter what stage of life you are in.  

TAKE A MINUTE TO ASK YOURSELF

Do you know how far your
retirement will go?

Do you know which income
sources to draw from?

How to draw from retirement assets,
employer sponsored retirement plans?

Come by our office and let’s run your retirement projection at no cost.