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

Interest Rates: How Low Can They Go? 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

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

New Trends Redefine Travel

New Trends Redefine Travel

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

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

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

 

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

New Trends Redefine Travel

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

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

View all articles arrow

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for Retirement

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

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

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

5 Smart Investing Strategies

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

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

View all presentations arrow

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Surprises

Making the most of surprises is a great reason to work with us.

Global and International Funds

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

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

From Boats to Brokers

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

View all videos arrow