Broker Check

255 Corporate Drive   //   Houma, LA 70360

Phone 985.853.2100   //   Fax 985.853.2211

The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Can Election Results Predict the Market? It May Be Time for a Financial Checkup

Welcome to
DL Wealth Management

Wealth Preservation and Financial Strategies

Our company is built on a solid foundation of excellent client service and in-depth market knowledge. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us by phone or email.

We look forward to hearing from you!

Helpful Content

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

 

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

View all articles arrow

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

Surprises

Making the most of surprises is a great reason to work with us.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

View all videos arrow