Your Future Depends on the Right Financial Advice

Del-Sette Capital Management, LLC is your local financial planning firm with decades of experience that you can trust.
Retirement security begins with making the right decisions..

Meet with a CFP®

Upcoming Event: Medicare 101 MARCH 16, 2017 AT 6:00 PM REGISTER NOW!

APF.png Proud Sponsor of the Animal Protective Foundation Tails by Twilight Gala 2017

layout_set_logo.png

Del-Sette Capital Management
Retirement Planning Services| Retirement Advisors |Financial Consultants


Our dedicated team is here to work closely with you to ensure Happiness in Retirement™. We believe that your retirement should be about enjoying the fruits of your labor – not worrying about changes in investment markets, tax laws, entitlements, or the economy.

 

The GPS for your Financial Planning:
One Plan, One Phone Number, One Team.


logo_051.pngOne plan, crafted by a synergistic team of professionals, that is the embodiment of your financial goals – a unique, living document that can protect what you have worked so hard for, to make sure you don’t pay too much in taxes, and that you are invested correctly. A plan that adapts to your life changes, and gives you the best chance to enjoy what matters most to you.

One Phone Number, because you shouldn't have to make multiple calls to figure out your life insurance, your estate plan, yourtax preparation and your investments. One number should get you a friendly, familiar voice – not an automated system. We aim to answer all of your financial questions in a timely fashion.

One team of objective, unbiased financial planners and industry professionals, because crafting a plan that encapsulates so many areas like tax, investments and insurance needs multiple specialists working together under one roof who are intimately familiar with your situation. At Del-Sette Capital, we work together, holding each other to the highest standard.

 


Staff.jpg“I spend much of my time listening to and understanding my clients, because you can’t prescribe before you diagnose – that’s why we don’t put a time limit on our meetings. I’ve been an advisor through some of the most challenging investing environments in modern history, so I understand how my clients feel when the inevitable market hiccup happens and they have to draw from their investments to live. Knowing that our investment management is fee based and not commission driven also gives our client’s comfort.”

"I developed a unique retirement planning process called the Happiness in Retirement™ Lifetime Gameplan that is the distillation of years of financial planning best practices and experience. I encourage you to talk to other advisors, and then come in and let us plan your retirement at no cost or obligation. Call today to have a conversation, and see for yourself if One Plan, One Phone Number, One Team can make a difference for your family."

Bill Del-Sette, CFP®, RIA

 

Talk to Bill Today

Would you like to be happy in retirement?

Let’s start the discussion that will help you to make decisions necessary to have a happy retirement. Schedule a free consultation with us today.

Start the conversation

7 Steps to a Happy Retirement (that don't involve money)

These seven simple steps have nothing to do with money, but will help you to be happy in retirement. Intrigued? Download this free e-book without obligation.

Get our free e-book

From the Happiness in Retirement Blog

New York State and Life Insurance Options

January 10,2017
You know that you need life insurance. However, with the wide variety of insurance policies available, you may find choosing the right one difficult. It's really not as confusing as it seems,...

Medicare and Medicaid: What's the Difference?

January 04,2017

It's easy to confuse Medicare and Medicaid, particularly since they're both government programs that pay for health care. But there are important differences between each program. Medicare is...

"Leave no stone unturned.” – Euripedes

September 13,2016

The Ancient Greek playwright, Euripedes, once told a tale about two opposing generals. The first general, who was rich, decided to bury his treasure before a great battle. Unfortunately for him, the...