Understanding Today’s Financial Environment
Welcome, we are DL Financial Services, LLC, a financial organization in Madison, WI. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Couples may be able to head off many of the problems in a marriage that money can cause.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Tips on insuring your teen driver.
Sustain financial well-being or create wealth through these actions.
Learn more about women taking control of their finances with this infographic.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
All about how missing the best market days (or the worst!) might affect your portfolio.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A couple become Retirement Plan Detectives, searching records from old employers.
Savvy investors take the time to separate emotion from fact.
Doing your research is key before buying a vacation home.
Check out this video to begin separating fact from fiction.