Products & Services

Delano Financial Management can provide support and strategy through the various stages of your life – the working years, selling a business or other major asset, preparing for retirement, etc.  

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Our advisors offer:


  • Mutual funds
  • UITs
  • REITs
  • Stocks
  • Bonds
  • ETFs
  • Fixed and Variable Annuities
  • IRAs
  • Life Insurance
  • Long-Term Care Insurance
  • Business Retirement Account planning (401K Plan services, Profit Sharing and
  • Money Purchase plans, SEP and SIMPLE plans)


  • Comprehensive Investment Planning
  • Retirement Planning
  • Retirement Account Distribution Planning
  • Managed Investment Plans through LPL Financial
  • Risk Tolerance Assessment
  • Asset Allocation Analysis
  • Tax-Efficient Investing
  • Education Planning
  • Corporate Retirement Plan Consulting
  • Fee-Based Retirement Planning
  • Retirement Plan Analysis
  • Roth IRA Conversions
  • Intergenerational Wealth Transfers
  • Free Portfolio Reviews
  • Alternative investment strategies