Does This Sound Like You?
You’re a smart, savvy entrepreneur who made a living doing what you love. And while you’ve done a decent job managing your personal and business’s finances on your own, there comes a point where the need to delegate these responsibilities becomes apparent. Whether it’s lack of time, know-how or the desire to get it right, you understand the importance of working with someone who can align every aspect of your financial life with your vision for the future.
Discover How We Can Help
Dave & Laura Wilson
Business Owners Nearing Retirement
Dave and Laura Wilson worked for Laura’s family business for over 30 years. Starting as an intern in high school, Laura has recently retired as COO. With work, family and commitment to community service, the Wilson family never had the time or interest in learning how to invest in financial markets. Now faced with the next step in their lives, Dave and Laura reached out to Delta Wealth Advisors to build solutions for their questions.
Joe & Mary Dawson
Young Business Owners Growing Their Business
Joe and Mary Dawson are busy raising their young family, leaving them limited time to worry about anything else between work and family. The Dawsons' knew they needed help with their finances because they didn’t have the time or expertise to address all of their concerns – especially with Mary operating her own small business.
To help simplify and improve their finances, they were looking for a “point guard” advisor to oversee and coordinate their entire personal and business finances.
Jenni and Paul Backland
Jenni and Paul Backland are both busy professionals in demanding industries. Paul frequently travels for work as a Director of Sales, and Jenni is expecting to become a partner at her law firm in the next few years. With their focus on their careers, the Backland’s want qualified, skilled professionals who can implement and execute a plan for the future.