You will experience a high degree of personal service with Del-Sette Capital Management, and our planning process is designed to eliminate worry and provide opportunity. Our client approach is based upon the following factors:
- Collaboration – You can be as hands-on or hands-off as you want to be. We never stop helping you achieve your objectives.
- Service – We try to create the best client experience possible, anticipating and exceeding your needs.
- Opportunity – If we think we’ve spotted an opportunity for you to improve your plan, we will let you know. We are constantly looking for ways to add value for our clients.
- Technology – Whatever communication channel you prefer, that’s what we will use. From email to snailmail, web portal to blog.
- Coordination – We make sure your financial assets and insurances are working well together.
- Integration – Whatever degree of integration you require with attorneys, tax specialists, insurance professionals, bankers, we provide it.
- Consolidation – We can manage and report on investment accounts that can’t be moved to our custodian because of surrender charges or penalties, or because the money is in non-moveable 401(k) plans.