Broker Check
Importance of Independence Retirement Income Planning Checklist How to Find the Right Advisor Get to Know the DTY Family

Access your account today!

Client Access

DTY Wealth Planning Solutions

Integrity in Wealth Management

Welcome! DTY Wealth Planning Solutions is an established, independent financial planning firm serving individuals, families and business owners throughout the United States. With nearly 12 years of experience, we have developed our business by maintaining the highest standards of ethics, integrity and professionalism in our relationships with our valued clients. As a diversified, client-centric wealth planning firm, we advise on a fiduciary level and offer a comprehensive range of financial services. Our customized and holistic financial plans are specific to each of our clients’ unique situations.

Trusting your financial professional is key to a successful relationship. Your advisor should be someone you can count on to provide you with accurate and timely information, specific to your needs. Here at DTY Wealth Planning Solutions, we are experienced, responsive and understand the importance of transparency. 

WE SPEAK ENGLISH, SPANISH & MANDARIN CHINESE

Meet Our Advisor Services We Offer Check Out Our Blog
Watch Videos

Calculators

Learn More

Presentations

Learn More
Articles

Articles

Learn More
 

Helpful Content

Preparing for the Expected

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

 

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

View all articles arrow

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Surprises

Making the most of surprises is a great reason to work with us.

View all videos arrow