Delta Financial Services

Our Mission and Values At Delta Financial Services, we are driven by a commitment to empower individuals and families to achieve financial security and build a brighter future. Our mission is to provide personalized financial planning solutions tailored to each client's unique needs and aspirations. We believe in building lasting relationships with our clients, based on trust, transparency, and a deep understanding of their financial goals.

A Team of Experienced Professionals

Founded by David Tao, a distinguished financial professional with a history of success in the industry, Delta Financial Services is comprised of a dedicated team of licensed insurance brokers and financial advisors. Our team members possess extensive experience and expertise in a wide range of financial products and services, including life insurance, annuities, disability income protection, retirement funding, and customized financial planning. Each member is committed to providing our clients with the highest level of service and guidance.

Comprehensive Services Tailored to Your Needs

We recognize that every individual and family has unique financial circumstances and goals. That's why we offer a comprehensive suite of services designed to address a wide range of financial planning needs:

• Pension Planning: We help individuals and families plan for a secure retirement through various pension plans tailored to their needs and risk tolerance.
• Defined Benefits: We provide expert guidance on defined benefit plans, helping ensure a stable and reliable retirement income stream.
• Disability Income Protection: We offer disability income insurance solutions to protect against the financial impact of unexpected illness or injury, ensuring a stable income in times of adversity.
• Retirement Funding: We work with clients to develop comprehensive retirement savings strategies, navigating the complexities of investment options and retirement income planning.
• Annuity with Lifetime Income: We explore annuity options designed to provide a guaranteed stream of income for life, offering peace of mind and financial security in retirement.
• Living Benefits: We understand the importance of financial protection during one's lifetime. We offer living benefit riders and policies to ensure access to financial resources in case of critical illness or other unforeseen circumstances.
• Premium Finance: We offer flexible premium finance options, making life insurance more accessible to a broader range of individuals.

We also provide customized financial planning services, addressing a client's specific goals and circumstances. Whether it's estate planning, college savings, business succession planning, or wealth diversification, our team is committed to developing a personalized roadmap to financial success.

Serving Clients Across the Nation Delta Financial Services proudly serves a diverse clientele across the United States. We are dedicated to providing our clients with the highest level of personalized service, regardless of their location. Our commitment to exceeding expectations has allowed us to build a strong reputation for excellence in the financial services industry.