Broker Check

“Understanding & Control Of Your Financial Life Can Be Empowering.
The Right Wealth Management Relationship Can Help Make That Your Reality….Not Just A Goal.” 
- Dan Laframboise

When Do You Need a Will? Ready for Retirement? Charitable Giving: Smart from the Heart

Making Good Decisions

With the massive amount of information available about the subject of "financial well-being", it can be overwhelming to decide what is right for YOU. The good news is that is does not need to be that way. Finding the right Wealth Management expert to partner with can make the process comfortable, clear and empowering.

The reality is that managing wealth today can be a complex, time consuming process that requires constant learning and coordination of all of the areas of your financial life. It usually requires professionals such as:

  • Wealth Manager - for 'global' planning, investment management and coordination of advisory team
  • CPA - for tax planning and reporting
  • Insurance Specialists (Property & Casualty, Life, Long Term Care) - for risk mitigation
  • Estate Planning Attorney - for asset protection and estate tax management
  • Real Estate Expert - for advice on buy, hold and sell decisions
  • Certified Mortgage Planner - For advice on optimal mortgage debt structure and terms 

Each one of these professionals plays an important role when it comes to your financial 'health', but they cannot do their best work in a "bubble". Their efforts need to be aligned and coordinated (Click on Advisor Integration tab for more detailed description). 

 At DL Wealth Management Group, this is our passion. We work with you to develop your personal financial plan but, a comprehensive financial plan is only half of the equation. Getting the benefit of that plan requires effective execution. We understand that managing wealth continues to get more complicated. We can help manage the moving parts so that you can focus on those things in your life that motivate and inspire you, while feeling confident that this critical subject is being given the time and attention that it requires. 

Call us at (858) 875-5838 for a complimentary consultation to determine how we may be able to help you.

Helpful Content

The Good Ship IPO

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

The History of Currency

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

 

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

View all articles arrow

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for College

This calculator can help you estimate how much you should be saving for college.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

View all videos arrow