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DeRosa & Associates

8614 West Varricchio Ln.
Crystal River, FL 34428

Phone:

(877) 358-0506

Fax:

(866)611-1549

E-mail:

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Helping Government Employees and Individuals preserve and grow their wealth.

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Welcome to our Website. 

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We have created this site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.


We provide a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.


Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.


We're here to help educate you about the concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Describes retirement plan options that help self-employed workers save on taxes.

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While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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How much Disability Income Insurance do you need?

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

How much would your monthly lease payment be?

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