About A Better Financial Plan

Spend and Enjoy More Of What You Save During Retirement

When it comes to financial planning, most people think the only investments they can use to grow and protect their wealth are with stocks, bonds and mutual funds.They are also led to believe by traditional advisors that the best place to acquire those investments are within their employer’s 401k, an IRA or Roth IRA. At A Better Financial Plan, we feel that nothing could be further from the truth. We stand behind the belief that very few people amass significant wealth utilizing traditional Wall Street Based investments, so why try and beat the odds? There are better, safer ways to increase wealth and that’s all we focus on at A Better Financial Plan. We deliver better investment returns with a lot less risk, and we have no shortage of clients that can vouch for that statement.

Our goal is to teach you how to get better returns with a lot less risk, dramatically increase your liquidity, and deliver greater tax efficiencies. We want you to learn how to do this with no change to your existing cash flow, without subjecting yourself to the volatility of Wall Street or from using annuities.

It is easier than you think, and applicable regardless of your age. If you work with us to implement a Better Financial Plan you will improve your long-term financial outlook more than you thought possible.

We’ll show you how to dramatically increase your liquidity, and how to enjoy greater tax efficiencies. We will show you how to do this without changing your existing cash flow, without subjecting yourself to the volatility of Wall Street and without using annuities!

But it’s not just about the investment vehicles. It’s about dealing with a financial professional that has a proven investment track record themselves. Who would you rather take financial advice from? Someone that has made the majority of their income from the commissions generated off of their clients or a person that has a proven track record of successful investing themselves, in addition to making money from a large client base? The choice is obvious. In short, we have game experience to share and most advisors can not make the same statement. It’s that simple. We’ve made money for ourselves outside of the market and it’s easier than you think. Regardless of your age or invest-able assets, if you work with us to implement A Better Financial Plan, you will improve your long-term financial outlook more than you ever thought possible.

About Dean Vagnozzi

Passion
Vision
Success

Dean J. Vagnozzi, financial entrepreneur and president of A Better Financial Plan, believes in making your money work hard for you right now. If it’s locked up in retirement accounts or used to pay ahead on your mortgage, it can’t be accessed until much later in life…and this kind of waiting is just not Vagnozzi’s style.

A 1990 graduate of Albright College, Vagnozzi began his career as an accountant. After a short time, he knew this repetitive, number-crunching, solitary profession was not for him. A natural enthusiasm and magnetic energy eventually led him to a successful career with companies that included SAP America, Deloitte Consulting and Anderson, which allowed him to save and explore creative investment strategies. After working in corporate America for 14 years, Vagnozzi began studying wealth management in earnest by enrolling in seminars, reading books, and researching unorthodox money management tactics. Testing his unique ideas on his own accounts proved profitable and in 2004, Vagnozzi quit his job and formed his own financial planning firm.

Touting his own matchless brand of unconventional investing, Vagnozzi quickly amassed a significant client base of smart investors who, like himself, could see there was a better way to achieve a lucrative retirement than with the typical cookie cutter plans. Vagnozzi holds his knowledge close to his vest, saving his best financial information and ideas for his clients. A Better Financial Plan outlines the thinking behind Vagnozzi’s successful non-traditional strategies.

Dean Vagnozzi and his wife, Christa, live in Collegeville, PA with their four children, two girls and two boys ranging between the ages of 14 to 21. In Dean’s spare time, he can be found on the golf course, traveling and spending time with his family.

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