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David Lau, Founder and CEO

Video

Mar 27, 2020

Clients' emotional attitudes towards their money is just as important as the actual dollars and...

Video

Mar 26, 2020

With an investments-only retirement strategy, it's hard to manage risks. Wade Pfau, Professor of Retirement...

Article

Jan 23, 2020

I read a recent article in Wealth Management, "Longevity is the Biggest Risk...

Video

Dec 10, 2019

DPL Consultant Ross McGoodwin looks at the option of a Multi-Year Guaranteed Annuity (MYGA) over...

Article

Oct 28, 2019

No matter what you think of annuities, they are growing in popularity and could provide...

Article

Jul 01, 2019

Read about the common misconceptions RIAs have about annuities, and the truth behind them.

Case Study

May 15, 2019

Nick Dally of Pacific Crest Wealth Management in Elk Grove, CA was like many RIAs...

Webinar

May 13, 2019
With the bull showing signs of ending, and a low (and possibly rising) interest rate...
thinkadvisor_retirementincomesolution

Article

Feb 28, 2019

As a crew rearranges Nobel Prize winning economist Bill Sharpe’s living room to film a...

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©2019 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

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