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.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
At what point can you call a personal vehicle commercial?
The uncertainties we face in retirement can erode our sense of confidence.
One way to find money is to examine your current spending habits and eliminate money wasters.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, cracking the code on bonds.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Here are five facts about Social Security that might surprise you.
How will you weather the ups and downs of the business cycle?
Even low inflation rates can pose a threat to investment returns.