TAX PLANNING
Taxes impact everything
Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.
BUSINESS PLANNING
Who comes after you?
Life insurance can play an important role in a business succession plan. Life insurance can be integrated with many of the tools, techniques and strategies commonly used in business succession planning.
INCOME STRATEGIES
Planning how income will come to you later….
Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.
FINANCIAL COACHING
Hard to play the game without a coach
There’s no secret to building wealth. Spend less than you earn and invest the difference wisely. Everyone knows that. The problem isn’t knowing what to do – the problem is getting it done.
FINANCIAL EDUCATION COURSE
willing to teach you all you want to know
I’m an instructor with Adult Financial Education Services (AFES), specializing in planning and guidance for those who are seeking a better lifestyle and a guaranteed income in retirement.
THE BLOG
DFG BLOG SECTION
6 Facts About Taxes
Individual income tax returns for 2021 will be due April 18th, 2022. In preparation as we head into the tax season, here are some facts to consider. Where your tax dollars go. In 2021, the federal government spent $6.82 trillion, which equals 30% of the nation’s gross domestic product. [...]
Making a Difference Through Charitable Giving
On September 5th, consider participating in the International Day of Charity by donating to a cause or organization you value. Here are some types of Charitable Giving vehicles: […]
401(k): 3 Things You Need to Know
If you plan to retire someday, a 401(k) could help you save retirement money to help you enjoy your retirement years financially secure. […]