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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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Calculators

Experiment with a wide variety of financial planning calculators.

Our Associates

Meet our team and find an associate in your area.

Videos

Explore a wealth of knowledge in our video portal.

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.

Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

How much life insurance would you need to produce a sufficient income stream for your family?

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