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Member Profile

Albert F. Coletti , RFC®
Design Capital Planning Group, Inc.
P.O. Box 728
Smithtown, NY  11787
USA

Phone: 631 979 6161 x102
Fax: 631 979 6147
Email: acoletti@designcapital.com
Website: http://www.designcapital.com

Fee Range or Basis:
Fee & Commission

Qualifications:
Eastern Military Academy Suffolk College Hofstra University

Years Experience: 47

Designations:
RFC® , CHFC, CLU

Professional Associations:
IARFC, FPA, MDRT, SFSP

Financial Services Offered:
Asset Protection     Business Coaching     Business Planning     Charitable Planning     Education Planning     Employee Benefits     Estate Planning     Exec Comp. Plans     Pension Planning     Personal Coaching     Portfolio Management     Retirement Planning     Seminars/Workshops     Tax Planning     Tax Returns Prep.     

Financial Products Offered:
Annuities     Auto/Home Ins.     Buy/Sell Plans     CDs, Banking, Etc     Commodity Options     Disability Income Ins.     Group Benefits     Liability Insurance     Life Insurance     Long Term Care Ins.     Medical Insurance     Mortgage Loans     Mutual Funds     Stocks & Bonds     

Statement of Services:
We provide sufficient education so that people will make intelligent decisions about their own financial affairs.

Securities Offered Through: Securities Service Network
















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