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? 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 Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

The Rule of 72

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.

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

 

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

View all articles arrow

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for College

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

Can I Refinance My Mortgage?

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

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

View all calculators arrow

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

View all videos arrow