As the lead and senior consultant for the Daleo Group, our focus is aimed at high-net-worth individuals & families, medical professionals, and business owners. Our core principles include tax, estate, and legacy planning strategies creating the foundation of wealth building and structured around our client’s comfort and goals.
We strive to instill confidence in our clients through consistent and open communication, secured by our commitment to create impactful dialogue, in a very simple and concise manner, supporting and encouraging educated decisions though a custom, comprehensive financial plan.
With our unique financial planning process, we will guide you through wealth creation, tax efficient retirement and a custom estate plan which can be essential to your family legacy. Services include - Financial Planning, Investment Strategy, Risk Management through Insurance strategies & Mortgage Planning.
We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning Team is lead by the following individuals: