Services
Denny has a team of analysts and advisors to provide a holistic approach to your financial needs.
Within our Comprehensive Financial Planning services, we offer the following areas of specialty:
Within our Comprehensive Financial Planning services, we offer the following areas of specialty:
- Impact and Philanthropic Investing
- Charitable Giving Strategies
- Strategic Tax Planning Strategies
- Stock Option and Executive Benefits Planning
- Small Business Owner Growth, Income, and Succession Planning
Financial Planning
Our Financial Planning Process follows the Certified Financial Planning Guideline known as the 7 Step Financial Planning Process:
- Understanding our client’s personal and financial circumstances
- Identifying, selecting and prioritizing goals
- Analyzing our client’s current course of action and potential alternative courses of action
- Developing the Financial Planning recommendations
- Presenting the Financial Planning recommendations
- Implementing the Financial Planning recommendations
- Addressing implementation responsibilities
- Identifying, analyzing and selecting actions, products and services
- Recommending, selecting and implementing actions, products and services