Paul F. DellaMonica, Jr., CFP®

Paul F. DellaMonica, Jr., CFP®

Retirement Planning for Individuals Over Age 55

Focused On:
 Minimizing Taxes - Maximizing Income - Smart Investments

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Core Belief

We view retirement planning as an ongoing process that should be broad enough to encompass all key factors (see Services); but simple and straightforward enough that it can be followed and implemented. Clients do not receive one hundred page financial plans here because from my experience and through industry research - they aren't effective. My job is to gather all the necessary data to create an all encompassing plan; and then distribute to my clients only the action oriented instructions required to achieve the desired results.

Who We Are

We are an independent, fee-based, financial planning practice partnered with Lincoln Investment. For over 50 years Lincoln Investment has been a staple in the independent broker-dealer industry. Click Here if you wish to learn more about Lincoln as a partner.
Independence means I work for my clients first and foremost. And as a CERTIFIED FINANCIAL PLANNER™ Professional, I have taken additional education, coursework, examinations, and training to ensure that I always act in the best interest of my clients, this is what it means when you hear fiduciary. Visit the CFP® Board website here!
See the About page for more!

Retirement Services

All-Inclusive Services Include:

  • Retirement Income Planning
  • ​Tax Planning
  • ​Investment Management
  • Social Security Optimization
  • ​Insurance Evaluation
  • ​See the Services page for more details!

Smart Retirement System

This is our 6 part system performed over the course of 3 meetings. It is designed to maximize your retirement and minimize your taxes. Simplicity is key with this system. And the whole purpose is geared to providing you with a better retirement outlook than when you started.
  • Step 1: Intro Call
  • ​Step 2: Diagnostics Meeting
  • ​Step 3: Proposal Meeting

Contact Us

  • 5 Walnut Grove Drive, Suite 240 Horsham, PA 19044
  • (215) 885-7115
  • (215) 392-8107
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step two: apply now to see if you qualify
Now that you’ve absorbed all the cool training above, if you feel you’re ready to STEP UP and move forwards fast with your business then apply now and let’s see how I can help EXPLODE your business by clicking below now…

Paul F. DellaMonica, Jr., CFP®

I've worked as an independent financial advisor for my entire career. The reason I chose this route for my business is so that I am never pressured to sell specific products or strategies to my clients. My client's financial future is my top priority and the number one determinate for the advice given. 

With my practice, I am able to focus on the needs and goals of a select demographic of clients that fit in well with my expertise. This is why after a few years in the business I decided to pursure and achieve my CERTIFIED FINANCIAL PLANNER™ professional designation.

My objective is to help clients reduce taxes, maximize income, and enjoy the retirement that they've worked so hard to reach. 

I currently live in Philadelphia with my wife Jillian.

Paul F. DellaMonica, Jr., CFP®

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Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC. 

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