Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Mark DiCarlo
President, First Income Retirement
Mark has practiced in the financial planning field for 27 years. He graduated from college in Massachusetts with a degree in business and moved to Florida in 1992.
Mr. DiCarlo has consistently succeeded with high honors in the industry. “Every person or family has a unique financial situation regarding income needs, safety of principle concerns and personal wishes for the direction of assets to children, grandchildren and charities. Providing the right advice for people requires daily education and continual study. My experience and network of advisor, attorney and accountant relationships all come together for the benefit of each individual client”.
Mark specializes with fixed investments, income allocation, life insurance and estate planning. He also works with companies and individuals with respect to their 401(k), IRA, 403(b) and pension programs. Mr. DiCarlo has lectured and educated thousands of people and is highly esteemed by his peers throughout the greater Sarasota and Tampa areas.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.