Aim for a "Leave no Regrets" Retirement
Traditional retirement planning has historically been focused on number crunching and not outliving your money. Our approach starts with an in-depth discovery of what you would regret not having achieved before you die, and then helping you accomplish these goals, maximizing the enjoyment of your wealth while you are healthy enough to do so. It's a "leave no regrets" approach to what it means to be financially independent.
While my team is not busy with "front stage", client facing activities, we are busy "back stage" learning and sharpening our skillsets, looking for opportunities that can add value for you and your family.
Common Work-Optional Lifestyle Problems we Help Solve
Do I have enough to live a work optional life?
Do I have a plan that takes into consideration the go-go, slow-go, and no-go retirement years, and am I spending enough of my wealth while I am healthy and able to do so?
Am I invested correctly?
Have I protected what I've worked so hard for?
Have I taken stock of what matters most in my life, and is my retirement plan based on these goals?
Do I let emotion run my investments, and have I made bad decisions with my money because of market volatility?
Am I paying too much in taxes?
Do I have a legacy plan to ensure my heirs get what I want from my estate when I pass?
Del-Sette Capital Values
Optimism – We believe that the only rational way of being is that of an optimist, and this view is expressed in our advocacy for stocks and dividends for people in all phases of life.
Inspiration – We want to inspire our clients to lead the best lives possible. That's what wealth is for!
Transformation – We seek to transform our client’s view of money from past based to future based.
Internal Locus of Control – By paying attention to what is in our control and not worrying about what isn't in our financial life, we can maximize our wealth and happiness.
Harmony – Money should be a servant, not a master. We help our clients achieve harmonious relationships with their money.
Achievement – We believe that the achievement of a meaningful purpose should be the goal of life. This can be anything from adopting a rescue dog to saving the planet. Grandiosity is not required.
The Del-Sette Capital Management office building is located in a historic district in Schenectady, New York. Built in the early 1900's, the building retains most of its Victorian architecture and charm. The first floor is a space designed for our clients and team to discuss, in confidence and comfort, their retirement plan, values and goals. The second and third floors of our spacious building is where our team collaborates to create your financial road map. We are a dog friendly office, and chances are you will be met at the front door by two furry friends, Buddy and Daisy. Our clients are always welcome to bring their dogs as well, and if you let us know in advance, we will be sure to have treats on hand to share.