Tom Dellinger

Background

About Tom Dellinger

At Dellinger Wealth Management, we have to come to realize return on life planning connected to your overall financial plan is just as important as doing the next best right thing associated with wealth accumulation, wealth preservation, and wealth distribution. For, if you cannot identify what your return on life goals and objectives are, you will never be content with how much money your accumulate, preserve, and distribute. We believe our collective experience allows for those placed in our path to rely on us to do the next best right thing no matter the size of one's portfolio. We do not set account minimums and we do not allow for any proprietary products. It allows for us to avoid any conflict of interest. We continue to believe the most overlooked aspects of most financial plans are connected to estate planning and long term care planning. Far too many people spend a lot of time building wealth only to lose it through a faulty estate plan and from elongated health issues while in retirement. So, with that said, wealth accumulation should be focus point, but; it should not take a back seat to a proper estate plan and proper long term care plan. We fully believe a lot of our referrals are people who come to us because they know.they can trust us to steer them in the right direction even if it means there is not a fit for them to work our practice.