Deller Wealth Management offers Comprehensive Financial Planning to clients throughout Oakland County, MI.
Wealth Management Services We Offer:
- Investment Advisement
- Risk Management
- Education Planning
- Longevity Planning
- Social Security Planning
- Estate Planning
- Tax Consultation
- Life Insurance
- Charitable Giving
- Medicare Resources
Comprehensive Financial Planning – What To Expect
Clients deserve personalized solutions from professionals they know and trust. At Deller Wealth Management, our focus is getting to know you and your family financially in order to understand your goals. We provide a tailored approach to best meet your financial objectives. We are dedicated to providing the latest technology and resources to clients in an endeavor to create an ideal client experience. The process includes:
- Establishing and defining our professional relationship
- Gathering your financial data
- Analyzing and evaluating your financial status
- Developing and presenting your personalized financial planning recommendations
- Implementing these recommendations
- Ongoing monitoring to make sure your goals are on track
We will spend time with you to determine what your level of risk is with investing and design a personalized portfolio strategy for you reflecting this information. Together we will build a custom communication schedule to maintain regular contact and address the areas of financial planning that matter to you. All comprehensive financial planning clients are given David’s personal cell phone number so he’s accessible when you need him most.
Deller Wealth Management believes advice is best paid for on a fee-only basis. We designed our fees to be transparent and easily fit into your monthly or quarterly budget.
Learn More About Our Management Fees