Strategic Investment Plans | Del-Sette Capital Management NY

The Happiness in Retirement Planning Process

We focus on one thing at Del-Sette Capital - retirement planning. It's our calling. To find out if we might be a good fit for you, please contact us to have a confidential conversation.

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Bill in front of building with the two dogs

What does financial independence mean to you?

Before any technical details are worked out, we need to find out the answer to the big questions. Using Kinder Life Planning, We will help you identify, achieve and maintain the most perfect life you dare to dream. We are a steward for our clients' wealth so they can enjoy retirement to the fullest.

About Us

We work for you - not for your money

We have a comprehensive process to help you avoid the landmines and guide you in the right direction so you can focus on what matters most to you. Worry should not be part of your retirement vocabulary!

Our Process

The Happiness in Retirement Process - Step by Step

Step 1. Reach for the Sky

We help our clients do three things: identify, achieve, and maintain the most perfect life they dare to dream.

Step 2. Fortify the Family Tree

Having an estate plan is paramount in ensuring your estate is handled according to your wishes.

Step 3. Bend with the Wind

Depending on how your plan plays out, you may face the risk of outliving your money. But you stand an equal chance of arriving at the end of your life with too much, and that means missed opportunities in which you could have enjoyed more retirement fun.