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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

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Four Great, Unexpected Places to Raise a Family

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Putting a Price Tag On Your Health

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Capital Gains Tax Estimator

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An Inside Look at Retirement Living

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

Tax Management Strategies

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

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The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

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

Investment Strategies for Retirement

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

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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