- Tax Planning
- Charitable Giving
- Avoiding ProbateHave I taken all the necessary steps to reduce or avoid probate? When were my will and durable power of attorney last updated? • Is the ownership of my assets properly coordinated with the beneficiaries of my retirement accounts, will and living trust?
- Roth IRA
- Income Tax
- Tax DeferralAre the beneficiaries of my retirement accounts properly designated? Can I "stretch" the tax deferral benefits of my retirement accounts over a number of generations?
- Investment Management
- Mutual Funds
- Bonds
- Wealth ManagementAt Dalton Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
- Financial PlanningDave Dalton has been an independent financial advisor for over thirty years. He has the professional credentials that well informed clients are looking for in an advisor. As a CERTIFIED FINANCIAL PLANNING Professional, or CFP®, Dave...
- Retirement PlanningWhat is my idea of an enjoyable retirement? How can I minimize the taxes on my investment earnings and social security benefits? How confident am I that I have properly planned for my retirement years?
- Annuities
- Long Term Care
- Asset Management
- Living TrustsDo I need a living trust? If so, have all of my assets been properly titled? • Are the successor trustees qualified to carry out my wishes?
- College Funding