Lewes, Delaware
At Dakota Lewes, we believe retirement should feel like a day at the beach: relaxed, secure, and worry-free. As a fiduciary, fee-only financial planning team, we provide objective guidance designed solely around your goals and best interests. We take a team-based, holistic approach, offering ongoing planning and proactive advice to help you enjoy the retirement lifestyle you’ve worked hard to build. From income planning and tax strategy to investments, estate considerations, and beyond, we’re here to help you feel confident every step of the way.
OUR SERVICE AREAS
INVESTMENT MANAGEMENT
We apply both art and science to structure unique portfolios to suit the needs of our individual clients.
INVESTMENT STRATEGIES
Dakota portfolio managers have designed proprietary investment strategies exclusively for Dakota clients.
FINANCIAL PLANNING
Whether aiming towards a single goal or a set of goals, your advisor can help you create a plan to get there.
TRUST AND ESTATE PLANNING
Having an effective estate plan in place is essential for leaving the legacy you have earned.
TAX
SERVICES
Tax planning strategies and tax compliance services for individuals, families, businesses and corporations.
EVENTS
CLIENT EVENT: Puzzle Exchange!
Bring a puzzle (or multiple) and trade it out for a different one!
MONTHLY SEMINAR: Taxes in Retirement
Join us for an in-depth seminar designed to help you build a tax-efficient strategy during your retirement years.
During this session, we’ll discuss:
- Types of Retirement Income: Social Security, pensions, RMDs, investment income, annuities, and how each is taxed.
- How Different Types of Income Are Taxed: Ordinary income vs. capital gains, tax-free income, and how to strategically blend income sources.
- Roth Conversions: When they make sense, how to reduce conversion-related taxes, and long-term planning considerations.
- Tax-Loss Harvesting: How to use market volatility to offset gains and reduce your overall tax bill.
- Qualified Charitable Distributions (QCDs): How to give tax-efficiently from your IRA and lower taxable income.
- Required Minimum Distributions (RMDs): Current rules, planning strategies, and how to avoid unnecessary taxes.
CLIENT WALK EVENT
DISTANCE: 2.6 miles
APPROXIMATE TIME: 1.5 hours
INFO ABOUT THE ROUTE: There is varying (flat) footing. This park is known for its birding!
MONTHLY SEMINAR: Estate Planning 567
Join us for an educational seminar that breaks down the key elements of a well-designed estate plan and helps you understand how to avoid common pitfalls.
During this session, we’ll cover:
- The Probate Process: What it is, how it works, and why planning ahead can save time, money, and stress.
- Essential Estate Planning Documents: Wills, trusts, financial and medical powers of attorney, living wills, and how they work together.
- Gifting & Estate Tax Rules: Current thresholds, strategies to minimize taxes, and how to give efficiently during your lifetime.
- Giving Now vs. Leaving a Legacy: How to decide which approach best supports your goals, family needs, and long-term intentions.
HOME EXPO
Details Coming Soon
MONTHLY SEMINAR: Social Security
Join us for an educational seminar designed to help you make confident, informed decisions about when and how to claim your benefits.
During this session, we’ll cover:
- Claiming Early vs. Delaying: How timing your benefits can impact your lifetime income.
- Working While Claiming: How earnings can reduce benefits and how the rules change at Full Retirement Age.
- Social Security Taxation: How benefits are taxed and strategies to reduce the tax impact.
- Spousal & Survivor Benefits: What spouses, ex-spouses, and widows/widowers need to know to maximize benefits.
CLIENT EVENT: Shredding Event
Bring any paper, hard drives, and/or flash drives that need shredding.
MONTHLY SEMINAR: Estate Planning 567
Join us for an educational seminar that breaks down the key elements of a well-designed estate plan and helps you understand how to avoid common pitfalls.
During this session, we’ll cover:
- The Probate Process: What it is, how it works, and why planning ahead can save time, money, and stress.
- Essential Estate Planning Documents: Wills, trusts, financial and medical powers of attorney, living wills, and how they work together.
- Gifting & Estate Tax Rules: Current thresholds, strategies to minimize taxes, and how to give efficiently during your lifetime.
- Giving Now vs. Leaving a Legacy: How to decide which approach best supports your goals, family needs, and long-term intentions.
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