Fulfilling Your Life's Vision with Purpose

 

As seasoned professionals here at DH Financial Consulting Services Inc.* with training in estate planning, tax reduction strategies, business succession, and investment# and insurance planning, our team is looking forward to helping you draft one integrated plan that matches your life’s goals, vision, and planning objectives.  We work as your partner to keep your goals and focus on course in the following areas:

 

Estate and Legacy Planning

  • Protect and preserve your wealth and assets to pass on to your family and loved ones.
  • A careful evalutation of your current estate planning documents and offer a concise review to you, your CPA, and your attorney, on what can be done to achieve your updated goals and aspirations.

 

Asset Protection

  • Help shield your business and personal assets from liability and/or a life-altering event.

  

Business Continuity and Exit Planning

  • Examine and develop a sensible strategy to ensure a business succession plan that is prepared according to your wishes.
  • Ilustrate ways to provide potential benefit packages for owners, key employees, or the the group as a whole, from which a business owner may choose that is appealing  to their particular situation.

 

Lifestyle Planning and Family Protection

  • Evaluate current lifestyle plan to ensure that monies are invested appropriately to your budget constraints, time horizon, and risk tolerance.
  • Review the most tax efficient ways to build wealth.
  • Assess liquidity issues and existing coverage levels to ensure adequate protection for your family.

 

Charitable Giving

  • Formulate a game plan for ongoing philanthropic giving.
  • Gifting strategies that may be used as a means of distributing your estate and effectively reducing estate taxes upon death.

 

 

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*DH Financial Consulting Services, Inc. does not offer tax, legal or accounting advice. Please consult your own professional advisor for tax, legal and accounting advice. 

# Securities offered through NYLIFE Securities LLC (member FINRA/SIPC)