The backbone of DLD Financial Group’s success is consistency and an understanding that continuity of services is what builds and maintains excellent relationships. We have developed our own process, The Strategic Planning Approach™, as a formulaic guide to developing an ideal financial plan that aligns with each client’s specific goals.
We go to great effort to understand and document your financial objectives as well as your existing asset classes including your real estate. We also calculate your after-tax cash flow. Once we know your complete financial picture, we use a combination of financial products to assist you in reaching your goals.
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.
Every step of DLD’s “The Strategic Planning Approach™” planning process ensures that we build a comprehensive financial strategy that is seamlessly tailored to your unique goals and aspirations. After the steps are completed, our work is just beginning. The DLD team continually monitors strategies and portfolios to ensure that you remain informed regarding all elements of your financial plan on an annual or as needed basis.
At DLD Financial Group, we believe in the importance of building strong relationships with our clients as the key to developing the ideal financial plan for each different situation. Our industry expertise combined with our unique process ensures that our financial planning solutions are seamlessly tailored to your personal goals and aspirations. Read what our clients say about working with DLD Financial.
"As the owner of a business that fabricates precision gears, I know the importance of paying attention to all the details. Kelly understands this concept and has always been a pleasure to deal with."
“We are extremely appreciative of the high level of professionalism that Dave and his team provide.”
"Kelly takes a genuine interest in my life, is always even keeled, focused on how to achieve long term goals and willing to take the time needed to answer my questions, even the hard questions."