DHL Wealth Management

DHL Wealth Management is a financial planning firm focused on retirement. The team builds personalized retirement plans that cover portfolio management, tax-efficient strategies, estate planning, life insurance, Medicare and supplement guidance, and annuities. Clients are usually people approaching or living in retirement who want help with income, healthcare choices and preserving assets.

The firm works with a limited number of clients and begins with a conversation about goals and risk tolerance, followed by a written plan and yearly reviews. It has offices in Richardson, Texas and Coral Springs, Florida, and people can request an appointment through the website or call during weekday business hours. The firm also offers a free eBook on reducing taxes in retirement.