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Biography
There is no replacement for proper planning.
I help clients and their families compose life and financial plans that not only take their specific needs and concerns into account, but also remain flexible enough to navigate the challenges of today’s dynamic and volatile markets.
Experience—both professional and personal—has proven to me that those with a plan in place tend to be more comfortable physically, emotionally, and financially. I work with clients and their families to design custom plans that not only seek to identify potential opportunities and allow for the highest possible quality of life, but also attempt to avoid the financial hardships that often come on top of physical and emotional strain during life’s transitions and crises.
Life, care, and retirement planning is about much more than just having enough money or maximizing income. I have worked with surviving spouses, families with special needs, long term care cases, adult children of cognitively (memory) impaired parents, families dealing with post-traumatic stress disorder, and other daunting struggles. Each time I sit down with a client—whether they are young professionals, pre-retirees, or in late-life stages—I consider potential life and financial pitfalls as we work together to build a carefully-tailored plan to address their needs while growing and preserving their wealth.
Purpose Wealth Planning is a team of professionals with diverse backgrounds and specialties, allowing us to provide clients with multi-dimensional views of their unique opportunities and challenges. We utilize both traditional and innovative strategies to build diversified plans, and we firmly believe in the importance of partnering with legal, tax, care, and other professionals to build a comprehensive and individualized plan for each client and their family.
Specialties: Wealth planning and management; Retirement income planning; Long term care planning; Special needs planning; Investments; Insurance.
Notes
Jervis Dicicco is a Registered Representative of and securities, investment advisory and financial planning services offered through MML Investors Services, LLC, Member SIPC and a MassMutual subsidiary. OSJ; 4600 S. Ulster St., Ste. 1200, Denver, CO 80237. 303-692-8183. Purpose Wealth Planning is not a subsidiary or affiliate of MML Investors Services, LLC or it affiliated companies.
