Tony De Marco* joined FMC Financial Group in 1994.  He graduated from Staten Island College and has served seven honorable years in the United States Navy. Tony has earned the designations of Chartered Life Underwriter, Chartered Financial Consultant and Certified Family Business Specialist.

Tony primarily assists clients in clarifying their vision for their “ideal future”.  He assesses and analyzes where they really are now, and then develop a written strategic plan with specific action steps designed to help guide his clients to their stated vision.

 He adds value in his role in that he coordinates with his client’s top advisors to design integrated financial strategies, taking into account his client’s total financial picture.  He first seeks to understand, then models out all the best possible alternatives, educates the client, then proactively creates and, upon client request, implements their strategic game plan.  His goal is for his clients do realize their best solutions with his help.

 His clients hire him to do 3 things:

 First, to bring creative design ideas in the areas of tax minimization strategies, taking into account income tax, estate and gift tax**, as well as wealth accumulation and protection.

 Second, to coordinate amongst the client’s already existing advisors, usually their attorney and accountant, in coordinating the best planning possible.

 And most importantly, to act as the catalyst to get things done – especially those things that his clients agree are important but no one takes the lead in seeing that the good ideas get executed. 

 Tony specializes in helping clients with income over $150,000 year and/or has around a $3 million or more in net worth.  Tony believes that this group, often the most targeted by financial service professionals, are best served by a professional who – like Tony – utilizes “cross-disciplinary” process to approach these client’s for integrated financial solutions.

CA Insurance License #:0A98968