DPH Financial is a limited liability company providing wealth management, financial planning, and investment services with a focus on retirement, investment, and estate planning.

DPH Financial Services

DPH Financial

DPH Financial Services | 621 followers on LinkedIn. Taking Your Financial Planning To New Heights
Life Insurance &amp; Retirement Solutions for Individuals &amp; Business Owners | DPH Financial Services, Inc is one of the country’s elite independent life insurance and estate planning firms serving ultra-affluent individuals and families, including athletes, entertainers, executives, entrepreneurs and business owners. We are often brought into the nation’s leading law &amp; accounting firms to ensure their clients receive the best care relating to their wealth protection and wealth transfer planning. Our philosophy revolves around trust, transparency, professionalism, relationships and cutting edge knowledge.
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Life Insurance/Estate & Business Succession Planning/Wealth Transfer & Asset Protection Strategies/Relationship Builder

David Harris

John Christenson

Insurance/Financial Services

Joe Weissman

Happy World Communication Week! When it comes to financial planning, silence is not golden. Open, transparent communication is the cornerstone of effective wealth protection and transfer. At DPH, we’re here to guide you every step of the way, ensuring each decision is informed and aligned with your goals. Contact us today to start the conversation. #WorldCommunicationWeek #WealthProtection #DPHFinancial https://lnkd.in/gqC6E4WJ

When it comes to wealth management, insurance goes beyond protection—it’s a strategic asset that offers risk mitigation, tax advantages, and cash growth potential. Discover how it can strengthen your financial strategy. Learn more in our latest blog! #DPHFinancial #WealthManagement #FinancialPlanning #AssetClass https://lnkd.in/gm4r6Tg3

We are all aware of the rapidly approaching ‘Sunset’ of The Tax Cuts and Jobs Act which will expire after December 31, 2025 and, absent the enactment of any new legislation, significantly reduce the favorable estate tax exemptions that have been in place over the past several years. The exemption amount for 2025 is $13,990,000. In 2026, it looks like the exemption will be reduced to something in the $7.1M to $7.2M range. There are many planning strategies available to help wealthy clients benefit from the current favorable exemptions, but these strategies are multifaceted and they take time to implement. It is imperative that clients with estate planning needs act, and that they act quickly. In addition to the impending changes to the exemption amounts, what many of us may not realize is that several of the pivotal estate planning strategies that we, as advisors, utilize with our clients, including grantor trusts, dynasty provisions and valuation discounts, are at risk and have been at risk of legislatively being taken away for some time now. In fact, many would argue that it is not if they will be taken away but when. This piece provides timely insights into all these issues impacting the estate planning marketplace. We encourage you to read it, understand it, and to share it as a valuable resource with all your trusted advisors. Please let me know if you have any questions and if we can help in any way. #EstatePlanning #WealthProtection #DPHFinancial

Did you know? 70% of wealthy families lose their wealth by the second generation. Planning today can change tomorrow’s legacy. Let’s talk! #DPHFinancial #WealthPreservation #SecureYourLegacy https://lnkd.in/gUzFc9PM

Happy Halloween! Don’t let poor financial planning come back to haunt you! Consult with DPH today for a worry-free future. #Halloween2024 #DPHFinancial #FinancialFreedom

Underpayment penalties from the IRS can add up quickly, but there are ways to reduce them. IRA distributions can help retirees manage estimated taxes efficiently. At DPH, we ensure your wealth and tax strategy work together. Talk with us today. #RetirementPlanning #TaxEfficiency #WealthProtection #DPHFinancial https://lnkd.in/eV5yj2XD

Life can be unpredictable, but your legacy doesn’t have to be. Talk to DPH about safeguarding your wealth for future generations. #DPHFinancial #WealthTransfer #EstatePlanning https://lnkd.in/gUzFc9PM

Life doesn’t always go as planned, but your financial stability can. Disability insurance helps protect your income in the face of unexpected challenges. Talk to DPH about safeguarding your future with the right plan for you. #DisabilityPlanning #FinancialSecurity #IncomeProtection #DPHFinancial https://lnkd.in/gqC6E4WJ

Your mindset today shapes your wealth tomorrow. Look beyond the roadblocks to the horizon full of opportunities. Start your journey by talking to our experts today! #MindsetMatters #FuturePlanning #DPHFinancial

National Retirement Security Week is here! At DPH, we help you plan for a future where your wealth works just as hard as you do. Ready to secure your financial future? Let’s chat! #DPHFinancial #RetirementGoals #FinancialFuture https://lnkd.in/gN6x25zF

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