3000 Youngfield St., Suite 370 | Wheat Ridge, CO 80215 | Phone: (303) 274-6543 | Fax: (303) 274-6563
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of the State of Colorado and Utah.  Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and DLT & Company are not affiliated.

Information relating to securities is intended for use by individuals residing in Arizona, California, Colorado, Utah, Florida, Hawaii, Idaho, Illinois, Kansas, Missouri, and Texas only. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined.

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Retirement Transition Services/Financial Planning

Mr. Thuente’s approach to helping clients is individualized to each person or couple.  During the initial free consultation, Mr. Thuente will introduce his history, education and unique skill set to the client and describe the financial planning process.  He will gather a high level understanding of the client’s financial resources and discuss the services he is able to provide.  If the client indicates an interest for entering into a planning engagement with Mr. Thuente, Financial Planning Engagement forms are produced, along with an information gathering exercise.  Upon return of said information, Mr. Thuente will analyze the client’s financial position, draft recommendations, and then schedule a discussion meeting in order to gather feedback and deliver final written recommendations with a written financial plan, including projections.  Implementation steps for the recommendations with annual follow up meetings help ensure that the client is on track to meet their retirement goals.

Investment Advisory Services

Most investors are not sure of the investment approach they should pursue, much less how they should go about implementing that approach.  Mr. Thuente will recommend an Investment Manager based upon the individual goals of each client, tailored to each client’s appetite for risk and balanced with their desire for return.  Mr. Thuente will help facilitate the client’s transition from retirement plan funds to various Investment Manager platforms.   Investment reviews are conducted on an annual or more frequent basis depending on the preferences of the client.  These services are priced based on the amount of funds invested by each client. 

Contact Us

DLT and Company
3000 Youngfield Street, Suite 370
Lakewood, CO 80215

Office –Lynda (303) 274-6543
Fax – (303) 274- 6563
Cell – Don Thuente (720) 299-2977

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