Four Corporate Drive   Suite 488   Shelton, CT 06484   Tel (203) 929-3535   Fax (203) 929-5470

Personal Financial Planning The fundamental elements of a good financial plan include: Early planning Clearly defined goals A sound investment policy Multi disciplined professionals who can help you develop planning strategies Our principals, multi disciplined professionals, some of whom hold masters and other advanced degrees, have the intelligence and necessary understanding to talk about lifetime goals and to suggest how effective financial management can turn ideas into realty. The professionals at DHL&S as a standard procedure monitor the personal financial condition of our clients, and the economy as a whole. To help our clients capitalize on emerging economic trends, we help by: • Increasing bottom-line profits • Strategies to withdraw profits from the business • Developing efficient, effective employee benefit packages • Structuring asset holdings for maximum tax and estate planning results • Planning for retirement • Budgeting according to lifestyle • Planning to reduce probate and estate taxes for families • Funding children's education at minimum cost • Reducing income tax • Planning family income in case of disability or death Call us at (203) 929-3535. We offer a no charge initial consultation.