I work with individuals, families, and business owners who are looking to secure their financial situations.
By providing a customized and comprehensive approach with an emphasis on insurance and retirement planning, I work with you to create a financial plan designed to leave you and your family prepared for whatever life may have in store. We look to accomplish this by establishing a financial plan that is closely monitored and tested to help ensure your financial needs and goals are consistently being met in the most tax-efficient manner. The planning process is comprehensive, meaning I help ensure every facet of your financial life is covered by helping with areas like generating retirement income to mitigating any unnecessary financial risk where possible.
My mission is to help provide you with peace of mind and empower your financial future so that your retirement is comfortable and worry-free.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
Financial AdvisorChase Di Bella
I work with individuals, families, and business owners who are looking to secure their financial situations.
By providing a customized and comprehensive approach with an emphasis on insurance and retirement planning, I work with you to create a financial plan designed to leave you and your family prepared for whatever life may have in store. We look to accomplish this by establishing a financial plan that is closely monitored and tested to help ensure your financial needs and goals are consistently being met in the most tax-efficient manner. The planning process is comprehensive, meaning I help ensure every facet of your financial life is covered by helping with areas like generating retirement income to mitigating any unnecessary financial risk where possible.
My mission is to help provide you with peace of mind and empower your financial future so that your retirement is comfortable and worry-free.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
Protect Your Kingdom
As a licensed insurance agent* and investment professional with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
In a world of one-size-fits-all financial advice, Mutual of Omaha Advisors offers a fresh, personalized take with the "Make it Personal" podcast. Get practical insights to help you plan smarter, take control, and make your money work for you.
Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.
Timing matters when enrolling in a Medicare Supplement plan. Learn when you're eligible, what affects your options, and how to avoid higher premiums or coverage delays.
