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Roccy DeFrancesco, JD CWPP™ - Advisor's Expert

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CONTACTS AT ROCCY.NET

Wealth Preservation Institute

Roccy DeFrancesco

378 Ri●●●●●●un Dr.

St.●●●eph , Michigan, 49085

United States

(269)●●●●●-9978
ro●●●@comcast.net

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Wealth Preservation Institute

Roccy DeFrancesco

378 Ri●●●●●●un Dr.

St.●●●eph , Michigan, 49085

United States

(269)●●●●●-9978
ro●●●@comcast.net

View this contact

Wealth Preservation Institute

Roccy DeFrancesco

378 Ri●●●●●●un Dr.

St.●●●eph , Michigan, 49085

United States

(269)●●●●●-9978
ro●●●@comcast.net

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Roccy DeFrancesco, JD CWPP™ - Advisor's Expert | roccy.net Reviews
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1 testimonials
2 recommended sites
3 education
4 asset protection
5 retirement planning
6 tax planning
7 speaking
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Roccy DeFrancesco, JD CWPP™ - Advisor's Expert | roccy.net Reviews

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1

Roccy DeFrancesco, JD CWPP™ – Asset Protection

http://roccy.net/asset-protection

What is asset protection? Most asset protection gurus believe asset protection revolves around helping clients who have money protect that money from your typical creditor from a negligence suit. A few examples of a typical creditor are: someone injured from someone negligently driving a car, a patient who sues a physician for malpractice, or someone who slips and falls on property and sues the owner. Asset protection can be done domestically. If you have a state income tax. Of its value. Think about...

2

Roccy DeFrancesco, JD CWPP™ – Retirement Planning

http://roccy.net/retirement-planning

The financial planning part to this website is not meant to give you, the reader, an A-Z formula for how to invest your money in the stock market. Instead, this part of the website is going to look at financial planning from an asset-protection point of view and try to introduce some new ideas. For you to think about when putting together a financial plan. Our philosophy is that you should take the. Least amount of risk to reach your financial goals. It sounds simple but few take this approach). Our firm...

3

Roccy DeFrancesco, JD CWPP™ – Tax Planning

http://roccy.net/tax-planning

Tax planning means different things to different people. A CPA/accountant/EA typically thinks of tax planning as doing a tax return for a client and sending them the bill for the taxes due. Some might recommend a SEP IRA or SIMPLE Plan, but they typically do not deal with real tax planning. An attorney thinks of tax planning as doing someone’s living trusts so the client can maximize estate tax exemptions. A financial planner/insurance advisor typically thinks of tax planning as the use of a 401(k) plan.

4

Roccy DeFrancesco, JD CWPP™ – Latest News

http://roccy.net/latest-news

Retire Without Risk Checklist. This checklist is meant to give you a quick assessment of your situation. Please circle your answers (for those who want help, you can fax this list to (313-887-053) or e-mail it to roccy@wealthpreservationinstitute.com. 1) Are you invested in stocks, bonds, or mutual funds (including index funds)? Yes or No 2) Are you using variable annuities? Yes or No 3) Do you have long term care insurance Yes or No. April 20, 2015. Or simply e-mail me at roccy@badadvisors.com.

5

Roccy DeFrancesco, JD CWPP™ – Retirement Life vs Brokerage Accounts & 401k’s

http://roccy.net/portfolio/retirement-life-vs-brokerage-accounts-401ks

Retirement Life vs Brokerage Accounts and 401k's. Retirement Life vs Brokerage Accounts & 401k’s. Retirement Life vs Brokerage Accounts & 401k’s. Retirement Life vs Brokerage Accounts and 401k's. How do most people build wealth today. They fund mutual funds and/or stocks (either in brokerage accounts or 401(k) Plan or IRA. However, the consequence of having significant amounts of money in the stock market over the last several years has been dire. Let’s look at the statistics.

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Heap Plan – About the Author

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How HE.A.P.™ Works. How Does H.E.A.P.™ Really Work. Equity Acceleration Plans to Watch Out For. Getting Help With H.E.A.P.™. Get Your H.E.A.P.™ Mobile App For FREE Today. About Roccy Roccy M. DeFrancesco, Jr., JD. About Roccy Roccy M. DeFrancesco, Jr., JD, is the Founder of The Wealth Preservation Institute, the creator of the Certified Wealth Preservation Planner (CWPP ), Certified Asset Protection Planner (CAPP ), Certified Medicaid Planner. Bad Advisors: How to Identify Them; How to Avoid Them. He is ...

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Roccy DeFrancesco, JD CWPP™ - Advisor's Expert

Roccy turns every financial corner to give you the inside look, the inside review. And most importantly, the follow up action to take to keep your money out of harms way. Author Lawyer Speaker Advisor. Roccy turns every financial corner to give you the inside look, the inside review. And most importantly, the follow up action to take to keep your money out of harms way. Author Lawyer Speaker Advisor. Whether you are a client, educator, or advisor,. Roccy gives you the tools to protect. LEARN HOW TO RETIR...

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Roccy DeFrancesco : FREE Educational Books for Download |

View the FREE Books. DOWNLOAD YOUR FREE BOOKS NOW. EDUCATE YOUR WAY TO A SECURE FINANCIAL FUTURE. IT'S TIME TO STOP BLINDLY TAKING ADVICE FROM ADVISORS. If you are tired of taking advice from financial planners or insurance agents without understanding the advice given and wondering if it is in their best interest instead of your best interest, you’ve come to the right place. HOW TO IDENTIFY THEM; HOW TO AVOID THEM. Because Bad Advisors is a tell-all book unlike any that’s ever been written! Roccy DeFran...

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Roccy..unser Stern

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Wé lil'wild DEDE lache vos coms et vs adress msn si. 14/02/2004 at 3:24 PM. 16/09/2006 at 2:48 PM. Subscribe to my blog! C moi ds le train. Don't forget that insults, racism, etc. are forbidden by Skyrock's 'General Terms of Use' and that you can be identified by your IP address (66.160.134.62) if someone makes a complaint. Please enter the sequence of characters in the field below. Posted on Monday, 01 November 2004 at 5:25 PM. Dommage ke jla connai pa assez mai el est tro bell bisou a toi boté. Posted ...

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Listen to Roccy on Talk Radio - Bad Advisors by Roccy DeFrancesco

Roccy on Talk Radio. Insider Secrets Your Financial Planners, CPAs and Other Advisors Do NOT. Want You to Know! Roccy DeFrancesco, personal finance expert and author of. Is exposing the finanical industrys dirty little secrets. And unveiling the worst fears many people have about their financial planners, insurance agents, CPAs, EAs, accountants, and attorneys! Listen to Roccy on:. Peace of Mind Radio on AM Talk Radio 1080 WKJK. The Dave Scott Show. The author of Bad Advisors. Want you to know!