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Through DH Financial & Insurance Services we make available the appropriate financial vehicles necessary to implement the plans and to take appropriate steps to reduce risk exposures, coordinate clients' existing insurance and other financial assets, and integrate new products in a systematic plan.
Private Asset Management Planning With our registered investment advisory firm, Eagle Strategies LLC, we are assured of independence in the establishment of portfolio management opportunities for our clients. We have developed a multi-tiered approach which provides access to top-tiered investment management professionals, tailored portfolios to meet your specific needs, broad asset allocation, consolidated, independent reporting and an efficient and a competitive fee structure. Today, we provide access to investment platforms that were once only available to the largest institutions. Our relationships span the globe and include the following premier asset management alliances:
Through NYLIFE Securities LLC. member FINRA/SIPC, we have access to brokerage accounts and individual mutual fund purchases from some of the leading mutual fund families such as: American Funds Franklin Templeton Calvert Funds Oppenheimer Funds The process involves, but is not limited to, the following important stages:
Liquidity and Insurance Planning
In those circumstances where our client's plan indicates a need or desire for liquidity to address an array of funding issues such as disability and/or income protection for the family's security, fund business succession plans, key employee plans, estate tax liquidity needs, capital for long-term care planning, or to fulfill a charitable legacy, we arrange access to a number of the world's premier life, disability, and long-term care insurance companies 529 Higher Savings Education Plan* Through NYLIFE Securities LLC. member FINRA/SIPC, we also have available 529 college savings programs that allows families to save for future qualified higher education expenses on a tax-advantaged basis.
Retirement Plans for Businesses*
Finding the best solution to a retirement plan depends on many business variables, such as the firm’s objectives, its profitability, the owners’ budget, and the number and types of employees. What’s more, the decision necessarily involves at least three different entities: the owner(s), a third party administrator, and an investments specialist.
*Securities offered through NYLIFE Securities LLC (Member FINRA/SIPC) |
Contact Info
414 North 2nd Ave. Suite C
Upland, CA 91786
Map and Directions
Phone: (909) 981-4951 View Your Personal AccountsAccount Access
Fax: (909) 981-2768