At Deep Think Investments (DTI), we combine thorough financial planning with customized investing to help clients identify and achieve their most important life goals.
A financial plan is a comprehensive analysis of a client's current and future financial state. At DTI, we utilize current information regarding clients' financial situation to help facilitate the creation of a specific tailored plan for each individual client. The more information we can obtain and know about a client including but not exclusive to their goals, wants, needs, and expenses, the better financial plan we can create which will help lead the client to the desired financial flexibility and stability.
The guidance that results from our planning process is based on the sole criteria of helping clients meet their goals, such as paying for college, retiring comfortably or leaving a legacy. We always recommend the most appropriate , most cost-efficient products and solutions—and never those that don't help clients reach their objectives.
At DTI, we recognize that no client's financial life is one-dimensional. Using our deep expertise in investing, tax awareness, risk protection and other areas, we coordinate all the elements of clients' financial lives in order to help them reach their bottom-line goals and achieve peace of mind. By creating a financial plan, clients are able to have a clear outline of where they were in the past, where they are currently in time as well as where they should theoretically be in the future financially speaking. Having a plan allows clients to be better prepared for the future as well as helping them reach their goals in a clear and organized manner.
Parents and guardians understand how imperative college is becoming these days so funding college for said loved ones is now more important than ever. At DTI, we realize how confusing and daunting it can be to plan for college expenses and we also understand improper planning can force our clients to cut back on overall quality of life to fund said college expenses. We can help our clients explore their options and develop a plan to meet this very important life goal.
The financial planning challenges for clients with special needs family members are myriad and complex. At DTI, we balance the financial goals of retirement with long-term needs of a family member with a disability. Working with extended family members and client's attorney, the following important items are incorporated in the overall financial planning:
We recommend our clients revisiting their financial plans with us from time to time in order to have the plan stay as current and updated as possible. By reviewing their financial plans with their advisors periodically, they can stay on track and be better prepared for unexpected future life events.
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