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“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

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

 

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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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.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Inflation and Your Portfolio

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Forecast

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

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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