We'll Work Closely With You To Help Ensure That Your Vision For A Safe, Secure, Financial Future Becomes A Reality.
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.
Our Services Include
Perhaps 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.
We 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 Transfer
Having 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 & Management
We’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.
In Search of a Second Opinion?
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.
We Can Help By
- Exploring Exit Planning and Business Strategies
- Analyzing Your Insurance Coverage
- Evaluating the Effectiveness Of Your Financial Plan
- Assessing Your Risk Management Strategies
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.