Alan Wayford
Nine years investing in Real Estate. I currently own three, four unit properties... Mr. Little has been my point of contact every step of the way.
Stephanie Lacey
Very professional, responsive and knowledgeable. Mr. Little who was handling my case is wonderful and always there to answer to any of my questions. Highly recommended.
About Us
D.T.L Tax and Financial Services, is a full-service brokerage providing personalized tax and financial consultation to a broad range of clients across the Chicagoland area. As your licensed and certified representatives, we are here to ensure that all of your financial decisions are made carefully with your best interests in mind. We are ready and able to serve as your mortgage loan servicer, financial advisor and tax planner to guide along your path to financial success.
Contact Us
It all starts with the conversation
The path to your financial future starts with your initial consultation with a financial consultant. Meeting a financial consultant is an opportunity for you to ask questions, talk about your long-term goals and current priorities and get to know each other. This is expected to be a lasting relationship.
What you can expect from your first meeting
During your initial consultation, you’ll learn how the financial consultant works with clients, the value you can receive from the consultant and next steps.
Depending on your point of focus (Financial Services, Investment Planning, Tax Planning), you may be asked to provide financial documents such as:
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Bank statements
Credit report -
Investment statements
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Insurance policies
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401(k) statements
Questions to ask yourself before your first meeting with your advisor
To help prepare for your consultation, you should have a basic idea of your current financial picture and financial goals. Consider how you’d answer these five questions:
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What are your specific goals during this process?
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What concerns you most?
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Did a specific life event or need prompt this next step in your life?
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How are your investments performing in current market conditions?
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What are you looking for from an advisor? What are you not receiving currently?
What you'll receive going forward
Your first meeting with D.T.L Tax and Financial Service, LLC is just the beginning of an ongoing relationship and process.
Once you decide to work with D.T.L Tax and Financial, LLC you can expect:
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One-to-one financial advice based on your goals and needs
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Continuous personalized advice and recommendations, and solutions to help protect you from uncertainty
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Regular meetings to review your goals, progress and investments
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Anytime access to your investments, and digital tools to help you stay on track