Financial Advisor in Detroit for a Confident Retirement
DFLT Advisors serves pre-retirees who want retirement planning in Detroit with clear answers and a steady plan. Our independent team brings decades of combined experience, a fiduciary approach, and deep roots in the Detroit area. If you are two to three years from retirement and wondering how to create income, coordinate Social Security, and invest with less stress, you are in the right place. Learn how our retirement planning services come together with investments and insurance to support your goals.
Your Local Retirement Specialists
Why Choose DFLT Advisors in Metro Detroit
Services That Work Together
Retirement, Investments, and Insurance Planning
Start with a plan that turns savings into monthly income, then align portfolios and protection so the pieces fit. Explore our investment planning approach for diversified portfolios tailored to your timeline, and review insurance planning to address life, long-term care, and income solutions. When you are ready, contact us to map next steps from a first conversation to your personalized plan.
1600+
Current Clients
4500+
Client Accounts
30+
Active States
*Source: Wove Branch Report for Dooley, Frattini, LaRocca, Taegel & Associates LLC as of 11/21/25
DFLT Advisors is partnered with Cambridge Investment Group, Inc, a privately controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Among the most respected firms in the industry, Cambridge is a record setting 13-time honoree in the Broker-Dealer of the Year annual poll by Investment Advisor magazine** and is ranked among the top 10 independent broker-dealers by both account assets and revenue.***
To learn more about the background of Cambridge and the Financial Professionals at DFLT Advisors, visit:
Who We Serve
Metro Detroit Pre-Retirees and New Retirees
From downtown Detroit to Clinton Township, Troy, Warren, and Grosse Pointe, DFLT Advisors works with people who have done the saving and now want a practical path to income. Many clients are engineers, healthcare professionals, teachers, and auto industry families asking if they can retire on time. Meet the people behind our process and see how we help you move from questions to clarity when you meet our team.
Services Snapshot
Your Counselor
Everyone needs guidance from time to time. Am I ready to retire? What is the best way to leave a legacy for my family? These are are just a couple of the financial questions we answer for our clients on a daily basis.
Your Coach
Sound advice is only part of your recipe for success. You need effective implementation and professionals to orchestrate and monitor your strategy. You need adjustments to your gameplan to help keep you on track.
Your Champion
We are your champion. We are your advocate. We look out for your best interests today and more importantly are a champion for the well being of the future you. It is our commitment to help you avoid financial mistakes.
What Makes Us Different
Independent, holistic, and built for retirees
You get a fiduciary partner, coordinated strategies for income, taxes, and risk, and straightforward communication. DFLT Advisors focuses on education, regular check-ins, and clear action items so you always know what happens next. When you want a quick next step, book time now and start the conversation.
Learn And Stay Informed
Articles and Tools for Detroit Retirees
**Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10 percent of its producing advisors cast valid ballots.
These ballots also rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns by advisors. The broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year by Investment Advisor magazine. Proprietary study results are based on experiences and perceptions of participating advisors surveyed in June of the 10 years listed. Your experience may vary. Visit thinkadvisor.com.