WHO’S MINDING YOUR MONEY?
We deal with numbers,
We sort through details
To come up with ideas
And turn your complexities into confidence
To move your affairs forward.
We will help you prioritize and set your goals to sort out the elements of your financial life in an organized effort to give you peace of mind.
You think your finances are in decent shape, but wish you had more time and motivation to manage your affairs. Perhaps you’d like a partner to engage when decisions need to be made. Maybe, you just have a couple of questions that need answers. Wherever you are in the process, you can benefit from a consultation with The Delta Group.
Wherever you are in the process, we will show you the big picture, give you the benefit of our 30-plus years expertise in financial markets, and set you on a path to financial independence.
Call Eric Dahl @ 415.640.6770 to schedule a free 30-minute consult
Getting started is easy.
Spend a short time discussing your goals with us, and we’ll help you prioritize your action items in your financial life. Before long, your investments, real estate holdings, retirement funds, and assets will be organized with a solid plan in place to lead you forward with confidence.
Set up a complimentary initial consultation
Join the satisfied clients who have worked with us for many years. Meet us for an initial no-obligation consultation.
Call 650-988-0490 to leave a message.