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:
  • 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:
  1. Understanding our client’s personal and financial circumstances
  2. Identifying, selecting and prioritizing goals
  3. Analyzing our client’s current course of action and potential alternative courses of action
  4. Developing the Financial Planning recommendations
  5. Presenting the Financial Planning recommendations
  6. Implementing the Financial Planning recommendations
  •      Addressing implementation responsibilities
  •      Identifying, analyzing and selecting actions, products and services
  •      Recommending, selecting and implementing actions, products and services
     7.  Monitoring progress and updating
Denny Hooten is a Registered Representative with, and Securities and Advisory Services offered through LPL
Financial, a Registered Investment Advisor. Member FINRA/SIPC. The LPL Financial registered representative(s) associated with
this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.
No offers may be made or accepted from any resident of any other state. content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
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