How We Work
With a specific focus and passion for estate planning and tax optimization, DKL Financial Services helps to create, maximize, and protect the long term wealth of clients.
We are committed to helping you create your own legacy. We offer holistic advice, developing financial strategies that incorporate the right mix of insurance and wealth solutions tailored to help create, sustain, and protect long-term wealth. Our team is dedicated to building meaningful relationships and providing you with personalized solutions.
Our planning process includes:
1. Defining the terms of your relationship
2. Discussing your financial goals and obtaining your essential financial data
3. Evaluating your situation based on the information you’ve provided
4. Helping you to develop a written financial plan, working in tandem with your planning specialists and legal and accounting advisors
5. Implementing some or all of the strategies outlined in the plan
6. Monitoring and helping you to revise the plan as necessary
Working with an advisor has significant benefits. The true value of a good financial strategy goes well beyond simple advice. As your advisor we can offer:
Honesty, understanding, and trust in all your financial matters
Guidance and an objective perspective to help you meet your needs and reach your goals
Assistance in creating customized plans that help you organize and prioritize your finances
Referrals to and cooperation with other professionals to facilitate and coordinate your overall plan
Keeping up to date on, and applying investing and tax laws
Communicating with and educating you on retirement, savings, and other financial topics
We know that our most satisfied client is the one who is fully informed. As a result, we have a strong commitment to client communication and well-being. We encourage you to ask us any questions you have so that you are always comfortable with your portfolio and our relationship.