Invest In Your Future
Whether you are seeking a retirement income projection, how you might potentially pay for your child’s college education, wish to address matters relating to your estate, or are interested in a complete view of your finances in relation to your goals, a financial plan can be of assistance.
Welcome to DLK Legacy Investments LLC
Customized Financial Planning & Investing
Our financial services range from developing a financial plan to investing your money, tax planning and return preparation, estate planning, retirement planning and more. Whatever your financial situation, our advisors are professionally equipped to handle your personal finances to help you attain your Economic Freedom.
Plan
Financial Planning
We believe that our biggest responsibility is to not only create a comprehensive plan to help our clients pursue their goals, but to walk alongside our clients every step of the way.
Divesrify
Create a Diverse Portfolio
We follow principles and strategies to design an investment portfolio and provide you with a risk/return scenario that is most comfortable for you while helping you achieve your financial objectives.
Manage
Personal Wealth Management
We manage your portfolio to help grow and protect your wealth. This includes factoring in your preferences and feelings toward risk, with ongoing monitoring and rebalancing.
One Size Fits One
Create a Strategy That Works For YOU
We can manage your portfolio to help grow and protect your wealth. This includes factoring in your preferences and feelings toward risk, with ongoing monitoring and rebalancing.
Contact
Get In Touch
Do you need a professional consultant for Credit, Corporate, Business development, Sales and Real estate?
DLK Legacy Investments LLC
Do you work so many hours and have nothing left to save or invest? Are you looking for Financial freedom? We are here for you!