We pledge to meet with our clients on a regular basis to review their position, answer questions, make suggestions and assist in making necessary adjustments. No amount of money is too large or too small. All of our clients will be treated with equal importance and will receive 100% of our undivided attention. Most importantly, DiPasquale Financial will always be just a phone call away.
Bernie has been in the financial service industry for over 15 years. Prior to entering this industry, he spent 20 years in education owning, directing and advising private, post secondary career schools. Bernie made the transition from education to financial services in 1996 and has a Life & Health License
Lindsay Matthews received her bachelor’s degree from The Ohio State University in Columbus, Ohio in Consumer Sciences. Once returning home to Maryland after graduation, Lindsay decided to pursue a Masters degree at Towson University while also obtaining her Health & Life Insurance License. Lindsay coordinates the activities of our employees, acts as a liaison for department managers and corporate offices, as well as handles customer requests.
Matt DiPasquale graduated from Calvert Hall College High School. He attended The College of Charleston in South Carolina as well as Towson University, earning his Bachelor’s degree in Economics. He has been a licensed agent since 2007 and handles the business-to-business side of DiPasquale Financial. Matt is responsible for the hiring and training of our agents, as well as business development in our five state area. Currently, we are the top region in the Aflac family of independent agents in Maryland.
Our first step with any new client is to meet with you to discuss your personal objectives and attitudes about your investment, insurance and retirement needs. We will also do a complete review of your existing plans before making recommendations to meet your specific goals. Listed are a few of the areas that can be addressed in our meeting:
We offer advice on planning your life insurance, so your family will be supported in the event of death.
Annuities can be one of the best assets for your retirement portfolio. At DiPasquale Financial, we can help you find an annuity that can help protect a retirement income stream for the rest of your life. Our financial experts can teach you how to achieve your dream retirement through well-structured annuities.
It’s never too early to being your retirement planning. The sooner you start the process, the easier it will be to achieve the retirement of your dreams. We can show you how to plan a secure retirement without the risk of losing your hard-earned savings.
It is a fact that seven out of ten retirees will need long-term care at some point of their life. DiPasquale Financial can help you save for potential long-term care so you don’t need to dip into your savings to fund a potential care facility or home care.
With our AFLAC program, you get great benefits for employees when deciding where to work. Their policies are a simple way to boost your benefits package and increase your employees’ morale at the same time.
By creating a custom employee benefits plan that meets the needs of the employer and the employees, you can ensure your employee’s satisfaction for their place of work.