Why DH Financial?

OUR MISSION

As a multi-generational planning firm,
we are committed to assisting families and business owners

• organize their personal and business affairs
• create and execute an integrated financial plan, and
• implement a lasting legacy;

which reflect their values and goals,
love of family, business aspirations,
and community involvement.

OUR VISION

To educate and empower individuals
to be better financial stewards when
accumulating, preserving,
and passing on their legacy.

David A. Hjorth, CLU®, ChFC®, AEP® and Nicholas D. Hjorth, CPA, CLTC® are partners of DH Financial & Insurance Services, and collectively provide investment advisory services as Financial Advisers through Eagle Strategies LLC, a Registered Investment Adviser, in the states of Arizona, California, Colorado, Connecticut, Florida, Idaho, Illinois, Iowa, Maine, Missouri, New Jersey, New Mexico, New York, Oregon, North Carolina, South Carolina, Texas, Washington, and Wisconsin.

David A. Hjorth, CA Ins. Lic. # 0435847, CLU®, ChFC®, AEP® and Nicholas D. Hjorth, CA Ins. Lic. # 0E08770, CPA, CLTC® are separately licensed as agents with New York Life Insurance Company to collectively sell insurance. David A. Hjorth and Nicholas D. Hjorth are licensed in the states of Arizona, California, Colorado, Connecticut, Florida, Idaho, Illinois, Iowa, Missouri, New Jersey, New Mexico, New York, North Carolina, Oregon, South Carolina, Texas, and Washington. No insurance business may be conducted outside these states.

David A. Hjorth, CLU®, ChFC®, AEP® and Nicholas D. Hjorth, CPA, CLTC® are also Registered Representatives collectively offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, in the states of AZ, CA, CO, CT, FL, IA, ID, IL, MO, NC, NJ, NM, NY, OR, SC, TX, WA. In this regard, this communication is strictly intended for individuals residing in the states above. No offers may be made or accepted from any resident outside the specific states referenced. DH Financial & Insurance Services are not owned or operated by, or affiliated, with NYLIFE Securities LLC or its affiliates.

DH Financial & Insurance Services, as well as its agents, employees and any affiliates do not provide tax, legal or accounting advice.

Disclosures

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Why DH Financial?

OUR MISSION

OUR VISION

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