We work with business owners, entrepreneurs, executives and retirees to maximize their wealth and to transfer it efficiently according to their objectives and for the benefit of their family, business and community.

As with most other things in life, the key to achieving your long-term financial objectives is planning. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

We are trained professionals who can help you identify the key issues for your business, personal and retirement planning. We develop a team approach, working with your accountant, attorney and other advisors. The results should mean the right planning documents and the most suitable financial products for your specific circumstances.

DH Financial can provide you with a plan to help you achieve your financial goals: 

• Wealth Preservation/Estate Planning 
   
• Business Succession Strategies 
   
• Retirement Planning 
   
• Education Funding 
   
• Portfolio Management 
   
• Charitable Gifting 
   
• Risk Management 
   

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

David A. Hjorth and Nicholas D. Hjorth are partners of DH Financial Consulting Services, Inc., an independent Registered Investment Advisory Firm, providing investment advisory services in California. DH Financial Consulting Services and DH Financial Services are not owned or operated by, or affiliated, with NYLIFE Securities LLC or its affiliates.

David A. Hjorth, CLU, ChFC, AEP and Nicholas D. Hjorth, CPA are separately licensed as agents to sell insurance through New York Life Insurance Company. David A. Hjorth is also licensed with various other independent unaffiliated insurance companies in California, Oregon, Minnesota, New Mexico, New York, Ohio, Texas, and Washington. No insurance business may be conducted outside these states. David A. Hjorth and Nicholas D. Hjorth, CPA are also separately registered as investment adviser representatives ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser, offering some advisory services in the state of California.

David A. Hjorth, CLU, ChFC, AEP and Nicholas D. Hjorth, CPA are Registered Representatives of and offer security products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer,  In this regard, this communication is strictly intended for individuals residing in the state of California. No offers may be made or accepted from any resident outside the specific states referenced.