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?
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.
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.
