Sam Denton is not your “typical financial planner.” Denton Wealth Strategies works with clients across the country in setting up sound financial strategies. Sam believes that consumers and businesses need to have more control and sound strategy to their financial picture. He has given up his SEC Licenses in order to seek out more efficient, low risk opportunities for his clients. ..
How can I get started?
The first step is an initial inquiry from you. Call us at (225) 910-1220 or email us at Sam@DentonWealthStrategies.com. We offer an initial no-cost, no-obligation “Get Acquainted Meeting”, either on the phone or in our office. For Get Acquainted Meetings, appointments are scheduled based on availability during regular business hours of 9-5, Monday through Friday. Expanded office hours are available to accommodate special needs or emergency situations. Should you decide to engage our services, we can discuss which of our services are appropriate for you. Most clients find the financial planning process to be stimulating and enlightening. The end result, of course, is greater peace of mind. We look forward to “Reshaping Your Financial Future”!
Who can benefit from your services?
Any individual seeking financial peace of mind can benefit from our services. We serve people at all income levels, from all walks of life. Clients have the flexibility to work with us on either a one-time, as-needed basis or an ongoing basis. We welcome clients who simply need a one-time financial consultation or a second opinion, as well as those who need comprehensive financial planning and possible ongoing asset management services. In addition, any corporation or organization seeking quality, unbiased financial education for their employees or members can benefit from our financial education programs, resources, and updates.
How do you price your financial planning services?
At Denton Wealth Strategies, there are zero management fees. There is tremendous value that you and your family receive because of the expertise and the process. The quality and time that is placed into planning for your future is irreplaceable and we ensure that we accomplish effectiveness through out our long-standing relationship. If your family and your future are most important then we will be a great fit. Contact us to schedule a complimentary consultation to discuss how we can assist you in reshaping your financial freedom.
What is Denton Wealth Strategies Investment Approach?
Denton Wealth Strategies has an unconventional approach to financial planning. Our goal is to put you in control of your investments utilizing vehicles in the financial world that optimize flexibility for you to be on control and to have your dollar working in multiple different places. This investment approach is channel through a mindset of abundance, not scarcity. It promotes living and being in the now with your financial approach. Through Alternative Investments; Self-Directed IRA’s; Privatized Banking, Risk Management and Asset Protection; and other unconventional strategies, we strive to create options for our clients that will allow them to enjoy their life now as well as twenty, thirty or fifty years from now.
If I use Denton Wealth Strategies to develop a financial plan?
am I obligated to purchase the recommended products? Absolutely not. We will offer recommendations which, in our professional opinion will meet your needs and objectives, but you are under no obligation to purchase them. In today’s competitive market, it makes sense to shop around for the best available product or service. For instance, if you need to obtain a life insurance or disability policy, we will suggest the kind of policy, which riders and what amounts may be best for you. We will then direct you to a choice of companies that can provide a quality product at competitive prices for you. We can help you with your investment and/or set up your accounts with a third party custodian but ensure that we will remain an integral part of your planning process should you wish to maintain your relationship with Denton Wealth Strategies.
Once my financial plan is completed, will our relationship end?
Depending on your client track, the actual engagement of services may end, but the majority of our clients choose one of our Continuing Client Programs. Because financial planning is a process, not an event, we offer ongoing services, periodic reviews and day-to-day consultation as requested and/or needed.
There is so much to learn! We need help and guidance to get started. Will you accept us as clients?
Yes. Some firms have income levels and/or net worth minimums but, at Denton Wealth Strategies, we realize that everyone has financial needs. We are proud to work with people from all income levels, and all walks of life. Remember, ”You don’t have to have a fortune to start building one.” Call us today and let’s get started.