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  3. Financial Coaching

Financial Coaching

Financial Coaching is a customized, proprietary service available to DSI Wealth Management clients and their families. Our support can be as simple as helping you learn the most from your financial statements or as involved as helping you and your family members make life's most complex decisions from a position of common understanding.

We start at the beginning

Financial Coaching begins with your children—helping them become knowledgeable of the responsibilities of having wealth. Financial Coaching topics for children include:

  1. Unique obligations as the child of a family-owned business owner
  2. Budget and cash management for young adults
  3. Responsible spending and credit management
  4. Theft and fraud protection within a family of means
  5. Managing friends and others who are in relationship with your children
  6. Planning for future financial security

As needs change so does our focus

Financial Coaching for clients and adult family members includes topics such as:

  1. Managing, selling or passing on a family-owned businesses
  2. Choosing Executors and Trustees for estate management
  3. Planning for retirement and potential reduction in cash flow
  4. Succession planning for the main source of family wealth to avoid interruptions
  5. Creating a plan of action to designed to mitigate State and Federal taxes

We're with you and your family all the way

Our advisors can help you and your other advisors create a flexible plan that anticipates the potential complexities and pitfalls that can accompany financial success. We strive to help our clients not only accumulate wealth but also successfully preserve and pass wealth on to future generations and favorite charities.

Services

  • Retirement Planning
  • Wealth Management
  • Financial Coaching

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 626 919-3456
Fax: 626 919-6127
Toll Free: 800 365-7749

Email: dsiwm.info@divsecs.com 

1000 Lakes Dr. #420 , West Covina, California 91790

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  • Legal, privacy, copyright and trademark information

Chad Beck and Joe Rubinstein are Registered Representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Chad Beck | California | 1000 Lakes Drive, Suite 420, West Covina, CA 91790 | CA Insurance Lic. # 0G06032. 

Joseph Rubinstein | California | 1000 Lakes Drive, Suite 420, West Covina, CA 91790 | CA Insurance Lic. # 0A68771. 

The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

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