TAX FREE RETIREMENT
Know the rules before you play
The tax-preferential treatment provided to life insurance allows an individual to have greater flexibility over which dollars to use during retirement. But you need the right type of life insurance.
ESTATE PLANNING
Give your family guidance
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
LIFESTYLE PLANNING
live the life you want
Lifestyle is important and you don’t have to sacrifice it to save for retirement or that life path you want to take. We help you look at how you balance work and leisure efficiently, how to make smart choices for the future. We can help you get where you want to go and and enjoy the journey.
LONG TERM CARE
look towards piece of mind
Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.
SOCIAL SECURITY OPTIMIZATION
Don’t miss opportunities now
We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.
RETIREMENT PLANNING
Guidance at any point in your timeline
No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.
THE BLOG
DFG BLOG SECTION
How AI is Making Financial Fraud Harder to Spot
As we continue to navigate the digital era, the technological advancements of Artificial Intelligence (AI) have impacted many industries, most notably finance and banking. […]
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: […]