DLP Financial Partners

DLP Financial Partners At DLP Financial Partners, our core services are designed specifically to focus on investment management, financial planning, and retirement planning.

Let us help you create a customized strategy to achieve your financial goals! The team at DLP Financial Partners takes the time to actually listen to you, mapping out your short-, intermediate-, and long-term goals and then designing a financial customized strategy to work towards them. Our core services are designed specifically to do so by focusing on investment management, financial planning, and retirement planning.

Key decisions loom for people aged 73 and over who must take required minimum distributions (RMDs) from retirement accou...
05/26/2025

Key decisions loom for people aged 73 and over who must take required minimum distributions (RMDs) from retirement accounts. Learn more here:

Extreme stock market volatility lately raises questions about when to take RMDs. Is it better to spread them out during the tax year or wait until year-end? Here's more info.

Ready to learn about how a 529 can benefit you and your child? Read more:
05/19/2025

Ready to learn about how a 529 can benefit you and your child? Read more:

A 529 Plan, also known as a "qualified tuition plan," is an investment vehicle that offers numerous benefits to parents seeking to save for their children's future education. 529s are versatile and provide significant advantages that may help ease the financial burden of funding a child's college ed...

f you found yourself worrying about whether last week’s stock-market drop put your retirement plans at risk, you’re not ...
05/12/2025

f you found yourself worrying about whether last week’s stock-market drop put your retirement plans at risk, you’re not alone. Learn more here:

Retirement experts urge caution—and a cool head—for those who see themselves a few years away from hanging up their working hats. Look now to reevaluate your retirement needs; shore up savings and mind your expenses; and take time before making dramatic changes to your portfolio.

Happy Mother's Day from DLP Financial Partners! Celebrating all the amazing moms who fill our lives with love, wisdom, a...
05/12/2025

Happy Mother's Day from DLP Financial Partners! Celebrating all the amazing moms who fill our lives with love, wisdom, and endless support. You are truly appreciated today and every day! 💖

The 529 Plan is versatile, offering significant advantages that can ease the financial burden of funding your child's co...
05/09/2025

The 529 Plan is versatile, offering significant advantages that can ease the financial burden of funding your child's college education.

Brew up some fun this weekend! Try out our new summer coffee recipe and fun kid's craft. Sit back, sip, and craft!
05/08/2025

Brew up some fun this weekend! Try out our new summer coffee recipe and fun kid's craft. Sit back, sip, and craft!

Staggering a retirement date from a spouse may benefit some couples Learn more here:
05/05/2025

Staggering a retirement date from a spouse may benefit some couples Learn more here:

Staggering a retirement date from a spouse may benefit some couples. Here's how it works.

Do you currently invest into a 529 Plan for someone you know?
05/02/2025

Do you currently invest into a 529 Plan for someone you know?

Market experts advise long-term investors and retirement savers holders to sit tight. Learn more here:
04/24/2025

Market experts advise long-term investors and retirement savers holders to sit tight. Learn more here:

Will Trump’s tariffs and his assault on the federal government lead to a deeper crash, or even a recession? Market experts advise long-term investors and retirement savers holders to sit tight.

Address

200 West Center Street
Alma, MI
48801

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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