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Welcome to DNT Financial, LLC
DNT Financial, LLC is a fee-only financial advisory firm based in Tustin, California. Our purpose is to guide you through the process of (1) discovering your financial goals, (2) identifying the behaviors and actions that will help you achieve your goals, (3) executing these behaviors and actions, and (4) tracking progress. We can cover areas like optimal use of your cash flow, income tax opportunities, employee benefits, insurance planning, investment planning, and estate planning. We also offer discretionary management of your investment portfolio. Our flagship Wealth Management Program incorporates all of these services, including portfolio management. If you would like our advice on a more limited scale, we also offer Hourly Consulting.
As a fee-only advisor, we have no financial incentives to direct clients to any particular financial product. We do not accept sales commissions of any sort. Fees paid to us by clients represent our only compensation. Lawrence Chin, CFP®, our Chief Executive Officer, is a member of the National Association of Personal Financial Advisors (“NAPFA”), the industry’s leading professional association of fee-only financial advisors.
There is no charge for an introductory meeting or telephone conversation to see if our services would be a good fit for your needs.
Personal Finance Blog
Please visit MoneyCalculus.com to read personal finance articles written by Lawrence Chin, CFP®.