开始

与Delta财富顾问

Gain Access to Unbiased, Net Worth Financial Advice

Based in Indianapolis, Serving Business Owners Across the Nation


会计及竞彩服务


Many business owners and executives find themselves trying to communicate between their financial advisor and CPA. 根据我们的经验,这可能会导致 missed opportunities and unnecessary 税es. With our experienced CPA's, we are able to develop and execute on 税-efficient plans and strategies. 

If you're interested in learning only about our accounting and 税 services, please 点击这里.

除了股票 & 债券




你不仅仅是股票和债券,所以 我们提供的不仅仅是股票和债券. 无论是 房地产投资, 私营企业尽职调查, transitioning your business or 税 inquiries, we turn your complicated questions into understandable advice.

We identify opportunities and properties that deliver real estate "mailbox money" to compliment investments in stocks and bonds.

目录,透明的定价


We’re 在这里 to empower your life and finances through 诚信和透明度. 作为一个 托管费公司, we do not receive commissions or earn money based on our recommendations or referrals. By eliminating commissions, we’re dedicated to delivering 客户第一,公正的建议 给你.

请点击 在这里 查看我们的收费表. 


我们的整体规划过程


步骤1找到合适的

We learn about what you need from your advisor in our first meeting. 我们坚信 寻找合适的位置 is critical in working with an advisor, so we’ll introduce ourselves and our services. We’ll discuss our commission-free compensation structure and answer any questions you may have.

步骤2:探索可能性 & 设定目标

在本次互动会议中, we’ll go in-depth in our understanding of your current financial status, 未来的愿望和需要, potential “what if” scenarios and learn more about your goals. This conversation will help us develop solutions 给你r goals and concerns.

步骤3:说明推荐 & 优先考虑实现

Our team develops your family’s financial plan to address your goals and concerns. During our presentation of the financial plan, we will outline our recommendations to readjust your assets to best align with your goals in a 税-efficient manner. We’ll walk you through our paperwork and any outstanding items.

步骤4:执行行动项目

有一个优先级列表的行动项目, we work with you to answer any questions and complete your to-do list. For any accounts that need to be transitioned, we’ll provide weekly communications regarding the status of the transfers and any 税 considerations.

步骤5:检查服务

We’ll get you connected with our online client portal and mobile app, allowing you to access all your finances anytime, 在你方便的时候. 在这个会议上, we will review your account statement and ensure you’re staying on track toward your goals.

步骤6:竞彩规划会议

随着我们进入持续的合作关系, we’ll begin discussing other aspects of your finances, including 税 and health insurance planning, coordinating with your trusted professionals, understanding the likelihood of achieving your personal goals and updating your assets and liabilities. 当你需要采取行动时, we’ll provide you with clear steps for you to complete, 如果你喜欢, 我们将与你们一起努力完成这些工作.


从免费电话开始

现在的时间表

你知不知道……

您可以按需获取DWA


Whether you’re in Indianapolis or Chicago or halfway across the country, we offer those seeking our financial planning and investment management services on-demand access to their advisor via remote meetings.

有问题要问我们的会计师吗? We’ll work to answer what we can remotely, but many 税 service and accounting questions require in-person meetings - whether in our office or on-location at your business.

  • 方便的时候见
  • 快速回答你的问题
  • 没有旅行时间