Matthew di Francesco

Principal at High Lift Financial @Highlift Financial & Consulting

Johnstown, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2021 — Present

Principal at High Lift Financial @Highlift Financial & Consulting

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We specialize in helping automotive collision repair professionals align their business and family for generational wealth. Our process starts with guiding the owner and in family in creating a vision for both the business\' and the family\'s future, assess how they are currently doing, preparing a plan for the family to achieve the vision they desire, helping them execute and monitor the plan and assist them when life throws them a \"wrench\" with the help of our team of experts.

EDUCATION

1983 — 1987

University of Michigan

Bachelor of Arts (B.A.), English Language and Literature/Letters

SKILLS

Fiduciary ServicesWealth ManagementEmployee BenefitsPersonal DevelopmentEntrepreneurshipAlternative InvestmentsPortfolio ManagementFinancial CoachingSocial SecurityCreative FinancingPersonal CFOEstate PlanningBusiness PlanningNon-Profit BoardsInvestmentsRetirement Plan ConsultingSmall BusinessLeadershipLife Insurance Planning & AnalysisCharitable Gift PlanningSuccession PlanningElder CareStrategic Financial PlanningFamily Wealth ManagementRetirement PlanningCollege Funding StrategiesBusiness StrategySurvivor IncomeLeadership DevelopmentQualified Retirement PlansLife Coaching

ABOUT MATTHEW DI FRANCESCO

Matt DiFrancesco is dedicated to helping families create something greater than…

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Matthew di Francesco — Principal at High Lift Financial at Highlift Financial & Consulting in Johnstown, PA, US | Unifers