About The Advisor

Hello, my name is Roccy DeFrancesco, JD and I’m excited to be able to bring my 8th Edition Doctor’s book to both doctors and advisors who give advice to doctors.

When you have questions about the content of the book, or if you are a doctor and are ready to take the proper steps to grow and protect your wealth, please feel free to e-mail me directly or give me a call at 269-216-9978. Once received, I will contact you to schedule a time when we can talk by phone or in person about your situation.

Enjoy the book, and I look forward to hearing from you.

Retiring Without Risk

While the Doctor’s book is 350+ pages full of useful content, only so much can be covered in one book. Many readers will be interested in how to grow wealth tax-free for retirement. Many readers will be interested in how to obtain a 6% rate of return on an asset that is then used to create a guaranteed income for life that can’t be outlived. I touch on those topics in my Doctor’s book but cover them in much more detail in my book Retiring Without Risk.

If you would like to get a copy of my Retiring Without Risk book, please click here.

Financial Insight

“Acceptable” Risk tolerance is different depending on who you ask. Ask an advisor who recommends stocks, mutual funds, and indexes, and you’ll get one answer. Ask an insurance agent who sells only fixed products and you’ll get a different answer.

Get Your Risk Score