Del Conte, Hyde, Annello & Schuch, P.C.

Personal Financial Planning

DHAS Financial Planning, LLC, is a state registered investment advisor formed by our firm to offer independent, objective financial planning advice to clients.

Services include:

Pre-retirement Cash Flow Modeling
Tax Planning with Retirement Assets and IRA's
Estate Planning
Risk Management and Asset Protection
Investment Advisor Election and Monitoring
Stock Option Strategies
Cash Flow Management
Income Tax Advice
College Education Planning

Our Personal Financial Planning (PFP) services complement other services DHAS offers. The PFP services are offered on a fee-only basis – the firm doesn't profit from commissions on the sale of financial products.

To make each PFP engagement a success, we:

Listen carefully to their concerns about their future.
Evaluate their current situation
Help them determine realistic goals
Develop a strategic action plan for achieving agreed-upon objectives
"Quarterback" a team of professionals - investment advisors, insurance agents and estate planning attorneys -
who provide the expertise needed to implement effective strategies and achieve desired goals.
Support them, even as their circumstances change, to promote their long-term success and financial well being.

For more information on DHAS Financial Planning, LLC, please visit www.dhasfinancialplanning.com