OUR CLIENTS
Our clients are goal-oriented and understand what they want to accomplish both from a personal and a business succession perspective. Our most successful clients include business owners, professionals, senior level corporate executives, and affluent individuals who all share the following characteristics...
Family
Strong family commitment and values
High level of integrity
Respects long-term relationships
Prioritizes family legacy and harmony among members
Has a vision of the future for business and personal life
Community
Is committed to helping the community through charity or civic organizations
Is well respected by the community
Planning
An individual or family, regardless of the level of affluence or complexity, who wants to complete or update an integrated retirement and estate plan and/or strategic giving plan
Respects and utilizes advisors and is open to new ideas
Is willing to take the time to plan and is honest about expressing feelings and concerns
OTHER ADVISORS
At Tony Deleon & Associates, we work with attorneys, accountants, trust officers and other financial advisors to better serve the needs of our clients. This collaborative approach gives our clients the most comprehensive service available.
When you collaborate with Tony Deleon & Associates, you can rest assured that we will work with you to develop a mutually agreeable process for interacting with our shared clients. We know that every organization has different methods and preferences for how communication is handled, so we are flexible and adaptable in order to effectively meet the needs of our clients within a cohesive team environment. We will always maintain open lines of communication and keep you apprised of all developments.
We are a results-oriented firm, and we will deliver creative and effective solutions for your clients in the areas of business, estate, succession, and tax planning. We invite you to explore our website to gain a clearer understanding of our team and the resources we bring to the table. If you have questions or would like to discuss a particular client that we may be of assistance with, please don’t hesitate to contact us.