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FINANCIAL PLANNING SERVICES

Our Financial Planning Services are a perfect fit if you seek the innovation, expertise and vision needed to create a long-term financial plan. Every step of DLD's "The Strategic Planning ApproachTM" planning process ensures that we build a comprehensive financial strategy that is seamlessly tailored to your unique goals and aspirations. Our Transaction-Based Services are an excellent choice if you have a general idea of the types of financial tools you are looking for.

 

What a Financial Advisor can do for you

 

How we work with clients

First, we assess your current situation to identify the best financial strategies for your needs. Then, when you're ready to move forward, we implement. It's that easy. If your situation changes, it is your right to contact us to reassess your plan.

The Strategic Planning Approach


The partners at Strategex Group value the relationship with DLD. The two companies share a common philosophy of providing excellent customer service and a desire for creative innovative and custom tailored strategies for our clients. We are extremely appreciative of the high level of professionalism that Dave and his team provide. We look forward to maintaining and further developing our business relationship with DLD." ~ Lakh Multani, CA, Partner, Strategex Group Chartered Accountants & Management
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