Financial Tools

Through DH Financial & Insurance Services, we utilize a competitive suite of financial vehicles to construct personalized plans for our clients that aim to achieve our client’s financial goals, while taking measures to reduce risk exposure and coordinating clients' existing insurance and other financial assets.

We offer several of the following programs to our clients:

Family Protection

We help you identify financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren.

Education Planning

Children grow up fast, and we can help their college funding grow along with them. With our help and proper strategy, they'll be prepared for any acceptance letter.

Estate and Legacy Planning

Through collaboration with you and your other advisors, we can assess the impact of state and federal taxes on your estate and suggest strategies designed to minimize those taxes, while meeting your personal philosophies and family needs.

Business Succession and Exit Planning

Your life's work is often one of your most valuable assets. We'll help you find ways to protect that asset and ensure its viability well into the future.

Executive Benefits

Most businesses are successful due to large part by talented executives. At DH Financial, we can suggest a variety of benefit packages to help you retain key employees and attract new ones.


We can help you design and execute a charitable giving plan that can meet your personal and philanthropic goals while minimizing your tax burden.