Joe DeLisi

CFP®, ChFC®, CExP®

Financial Services and Advisor

Invested in Your Next Chapter

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Where Experience Meets Discipline and Your Future The Math Alone Won’t Get You To Your American Dream

With three decades of experience I can tell you the math is the easy part. The hard part and the part no AI will ever do, is the human part: the empathy, the discipline when you’re tired, the real conversations about family, legacy, and what actually matters.

That’s what I do.

I don’t look like or act like a typical financial planner. When I’m asked what I “do” my answer is that I help people avoid speculating and gambling with their money.

The insurance, the investments, the retirement map; I can fix all that fast. What takes real work is making sure you actually do the plan when the market drops 30% or life gets chaotic.

If you just want a product or a number, there are plenty of those guys. If you want someone who treats your money like the tool it is so you can live the life you define, your American Dream, then I’m your guy.

Next Generation Planning

The future of your family’s legacy starts with the values taught at home. Many parents want to talk with their children about money, purpose, and responsibility, but aren’t sure where to begin.

We help families teach the difference between speculation and disciplined investing; focusing on building wealth with patience, confidence, and Nobel award winning science.

Investment Management

Investing is emotional. Headlines, markets, and everyday noise are constantly in your face in our 24/7 news cycle. Being plugged into that all the time will create worry and doubt. Our job is to remove that. We teach you how markets work so you can stop spending all your time worrying about things you can’t and don’t need to control. Allow us to worry for you!

Business Owners

As a business owner you are the heartbeat of your company. Everyone relies on you. Your customers, your employees, and even your community all rely on your vision. Business planning is far different than “just another financial plan”. We understand this because we are business owners as well.

Early Retirement

“Early” is relative and it’s personal to you. Our driving desire is to help you figure out when it’s time to stop trading your time for a paycheck…maybe that time can be earlier than you thought.

Services

Our Legacy

More than planning, we’re partners for the long journey ahead.

After 30 years in this business, one thing is crystal clear to me: the American Dream isn’t about money. It’s the FREEDOM to define and create whatever life you want to live. Money is just the tool that enables it.

That’s what I do.

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Joe DeLisi Financial

Practical and easy to digest financial information for individuals and small business owners that may help to ease your money worries.

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The Living Balance Sheet®

The Living Balance Sheet® is an interactive web-based tool grounded on a unique philosophy that challenges traditional thinking and offers a new approach to financial decision making. It adheres to a proven process that helps clients achieve their financial goals.

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