We create strategies tailored to your goals.
Without any conflicts of interest we put your needs first.
We enjoy building trusted relationships that span generations.
Understanding Today’s Financial Environment
I’m David Hesseltine, a financial investment and fiduciary professional in the state of Florida. I built DHE Financial Services Inc. (DHE) located in Delray Beach, Florida, based on my personal financial investment core value: always acting professionally and in the best interest of my valuable clients.
At DHE Financial, we understand that individuals face unique challenges as they prepare for retirement and other life cycle financial goals. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial objectives.
Our approach is based in the philosophy that the interest of our clients always comes first. It translates into a high quality client relationship as we pro-actively customize client's portfolios based on current and future needs, dreams, and life cycles. We believe financial education is crucial for sound financial decision making process.
We encourage pro-active financial planning because we also know that it is conducive to wellness and happiness. Taking charge of your financial planning leads to less stress and prepares you for life's inevitable changes or surprises.
Together with my team of solid professional partners, we have a combined 60 plus years of experience in financial investment services. We can help you address your today's financial needs, plan for tomorrow and build a retirement strategy for the years ahead.
We look forward to working with you through all stages of your life. Please call me at 561-504-8622 for a complementary financial evaluation.
The History of Retirement
Do you know where the idea of “retirement” comes from?
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This worksheet can help you estimate the costs of a four-year college program.
Is your estate in order? This short quiz may help you assess your overall strategy.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Five creative (and inexpensive) ideas for motivating your employees.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Making the most of surprises is a great reason to work with us.
There are a few things to consider when buying or leasing your next vehicle.
Smart investors take the time to separate emotion from fact.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Taking your Social Security benefits at the right time may help maximize your benefit.