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
Financial Planning. We are experienced professionals ready to help with your financial needs
Learn More
Helpful Content
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
View all articles 
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
View all calculators
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.