Announcement of DK Wealth Management by Duffy Kruspodin LLP

Accounting & Finance

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Duffy Kruspodin LLP is proud to announce that we recently enhanced our suite of services offered through our financial planning division, DK Wealth Management LLC.

Through DK Wealth Management LLC and our new affiliation with Integrated Partners, an innovative advisory platform, you can receive access to comprehensive financial services including:

  • Retirement Planning
  • Asset Allocation Strategies
  • Estate & Legacy Planning
  • Risk Management Strategies
  • Business Owner Planning

You can also take advantage of additional resources like the Integrated Family Office which provides daily centralized management and oversite for our high net worth families’ financial affairs; and the Lifetime Income Model™, a proprietary retirement distribution planning software.

Along with an ever-changing market environment, this may be an opportunity to review and update work you’ve done in the past. We will make available to you The Financial Second Opinion™, a program designed to help determine the adequacy of your current financial situation.

In an effort to keep you informed and educated on financial matters, we have added you to our email list. You will begin to receive valuable information and announcements regarding the markets and other financial topics of interest to you.

We are very excited to have access to these services for our clients. Should you have any questions relative to these services and how they may benefit you, we invite you to contact us.


Sincerely,

Josh Bodenstadt & Kristopher Lindley

BROUGHT TO YOU BY:

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Joshua J. Bodenstadt, CPA
Partner
DK Wealth Management LLC
4225 Executive Square, Suite 900
La Jolla, CA 92037-1485

Tel 858-642-5050 x2045
josh@dkllpcpa.com

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Kristopher Lindley, CFP®
Financial Consultant
DK Wealth Management LLC
12555 High Bluff Drive, Suite 210
San Diego, CA 92130

Tel 619-550-4619
Kristopher.Lindley@LPL.com
DK Wealth Management LLC | La Jolla | University Heights | Woodland Hills | Beverly Hills
Investment advice offered through Integrated Partners, doing business as DK Wealth Management LLC, a registered investment advisor. Joshua J. Bodenstadt is a solicitor to Integrated, compensated for solicitor services. Joshua J. Bodenstadt does not provide investment advice. Joshua J. Bodenstadt is not affiliated with Integrated Financial Partners. Click on the links for a copy of the firm’s ADV and solicitor disclosure statement.

The information in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. Integrated Financial Partners and LPL Financial do not provide legal/tax advice or services. Please consult your legal/tax advisor regarding your specific situation.

The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

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