Ensuring Your Legacy: The Crucial Role of Wills and Trusts in Financial Planning - Insights from Danyel Dicicco of RBF Capital Management & Retirement Solutions 00:10:00
Danyel Dicicco is a seasoned financial advisor at RBF Capital Management & Retirement Solutions, specializing in retirement planning, estate planning, and comprehensive financial strategies. With over a decade of experience in the financial services industry, Danyel is dedicated to helping individuals and families navigate the complexities of financial planning to secure their futures. At RBF Retirement Solutions, Danyel focuses on providing tailored advice and solutions to meet each client's unique needs. Her expertise spans a wide range of financial products and services, including Medicare enrollment, life insurance, and annuities. Danyel's commitment to her clients is evident in her personalized approach, ensuring that they are well-informed and confident in their financial decisions. Danyel is a regular guest on financial segments, including her recent feature on ABC 7 Suncoast View, where she discussed the importance of wills and trusts in protecting family security and future-proofing assets. Her insights and guidance help clients create robust financial plans that align with their long-term goals, even in today’s ever-changing economy.