Your trusted partner in navigating the financial landscape while you unleash your potential. .
Leveraging our deep financial expertise and dedication to supporting entrepreneurs, we are committed to being a reliable partner and advocate for our clients throughout their journey.
Our clients go from worry and uncertainty about the future to having clarity and confidence to go and pursue what is actually possible for their business endeavors. We empower business owners to bridge the gaps in their financial world, providing them with the tools and guidance to thrive financially. With our comprehensive financial solutions, our clients can focus on what they do best, knowing that their financial affairs are well-managed and secure.
Noun: firm belief in the reliability, truth, ability, or strength of someone or something.
We know that trust is an integral component in any successful relationship. We want you to feel comfortable and confident in discussing your financial aspirations and concerns with us as we establish a relationship based on open and honest communication.
Long term commitment is one of the corner stones of a successful financial plan. We want to make it clear that as we work together, our firm is dedicated to helping you find financial freedom in retirement. We’re here today, tomorrow and decades down the line to offer help when, and wherever it is needed.
We believe that creating a holistic financial plan should only be the beginning of our time together. We will stay engaged in your financial picture by offering ongoing reviews, regular evaluations and full disclosure about any changes.
Everyone has different dreams, values and goals as they near retirement. That’s why we don’t take a one-size-fits-all attitude when assessing your financial needs. Instead, we approach your financial plan based on your unique circumstances and goals.
To start, we will conduct a comprehensive analysis of your current finances. This will enable us to leverage all available resources to create a custom plan for you. You will gain clarity around your short-term and long-term financial goals.
Business TransitionPerhaps you've spent decades building a business from the ground up. As you near retirement, we can help you preserve your equity and your legacy. We'll help you explore exit strategies and options so that you can confidently transition into retirement.
Tax StrategiesWe work with CPA's to help you establish lawful tax minimization strategies. We understand the temptation to put off thinking about your taxes until April. But incorporating and considering tax minimization strategies throughout the rest of the year should be an integral part of your overall financial plan.
Lifestyle Income Planning Everyone asks the same question nearing retirement - “Will I have enough?” We’ll help you understand your retirement income options early to help maximize your earnings later on. Together we’ll work to help you maintain the quality of life you’ve envisioned, without sacrificing the lifestyle you enjoy today.
Protection and Wealth TransferHaving the right insurance coverage can be a powerful component in creating "peace-of-mind". Together, we’ll analyze your current professional and personal coverage options to help you prepare for any of the “what ifs.”, that life may throw at you. We’ll determine any gaps in your coverage and offer advice on how to fill them.
Portfolio Analysis & ManagementWe’ll discuss the investment options that may be best for you based on your risk tolerance and personal goals as you head toward retirement. With a special focus on risk management, your advisor will work closely with you to analyze your current portfolio and suggest better solutions to benefit your income needs during retirement.
We understand that you may not be interested in developing a full financial plan, but that doesn’t mean we can’t offer some friendly advice when you need it. Whether you’re second-guessing your coverage options or questioning your asset allocation strategies, we offer a second opinion service just for you.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither DFPG Investments, LLC nor any of its representatives may give legal or tax advice. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Neither the named representative nor the named Broker Dealer or Investment Advisor offers tax or legal advice.
That’s why we’ve broken down the when and how of our financial planning process, so you always know what to expect and when.
