In or Near Retirement?
Learn how investment annuities can help generate a reliable stream of income or increase your current savings.
save the right amount, safely
Saving money, even if it’s just a little bit at a time, can make a big difference down the road. With the cost of living and healthcare continually increasing, it’s wise to make sure you have a capital preservation strategy in place.
College – Starting early never more important
College is an investment for your child’s future. The gift of a college education can open the door to a world of opportunity for your child or grandchild.
an advisor you can trust
It’s hard to reach your goals alone and impossible to sift through the huge amount of information and opinions out there. You need a helper, an advisor, a coach, and someone you can trust. We will take the time to understand your complete financial picture and tolerance for risk — and provide a strategy to help you maximize all elements of your financial life.
Meaningful saving goals
We work with you to determine the most appropriate way for you to invest. There are a range of ways to invest, each requiring different levels of involvement and decision making. Some people like to be very involved in the investing process. Others would rather leave the day-to-day decision making to a professional. Still others are somewhere in between. We will work with you to find the best way to manage your portfolio of investments, based on your needs and risk tolerance.
Protect all your investments
You can’t predict every calamity but we can help you drill down to what’s essential in protecting what’s important to you. For example, your home and how your mortgage could be taken care of in an emergency.
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. […]