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Welcome to DNT Financial, LLC
DNT Financial, LLC is a fee-only financial advisory firm based in Tustin, California that offers financial consulting and investment management services to individuals and families.
We offer two service programs: the Financial Coaching Program and the Portfolio Management Program. The purpose of the Financial Coaching Program is for us to help you implement the ongoing actions and behaviors that will further your financial goals. We can cover areas like optimal use of your cash flow, income tax opportunities, and investment planning. The Portfolio Management Program includes all of the services in the Financial Coaching Program and adds discretionary management of your investment portfolio. Both programs include unlimited consultation on personal finance matters. We can help you in areas like financial goals, cash flow management, debt management, income taxes, employee benefits, insurance, investments, and estate planning.
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®.