Services

Wealth management and financial planning depend on creating diversified portfolios that offer returns to meet your goals. Our focus centers on an appropriate tailored strategy that lets you take advantage of traditional and alternative investment classes, with an eye toward risk mitigation. Our process also concentrates on asset allocation, information and education.

DFG's services help you approach and prepare you to transition into retirement seamlessly. We do this by helping you obtain the most out of your employer-sponsored retirement plans and IRAs. We also provide information on how to realistically determine what you'll need to obtain the lifestyle you want.

DFG helps you preserve your estate for your intended heirs and beneficiaries. We coordinate with your tax and legal advisors to identify needed solutions that ensure your wealth is passed on with minimal exposure to taxes involved in estate, inheritance and probate aspects. Whether you need tax planning, estate settlement simplification, or providing guidance to loved ones, we help you with the appropriate strategies. 

Insurance is an important part of your financial strategy; it protects you and your family in the event of an illness, disability, or death. We can help by examining your existing insurance policies, and recommending changes and advice if needed. We can also direct you in finding the best policies and insurance products for your situation, including life, health and disability income insurance. 

Sending your children through college can be a monumental and expensive task. Fortunately, there are financial instruments and products that can aid you during this important stage. We'll work with you to build an educational portfolio consisting of mutual funds, custodial accounts, 529 plans and others to put the task in perspective and guide you throughout the process. 

If you own and operate a business, our knowledge and products can help you set up the idea benefit bundles to help you attract and retain qualified employees. We'll help you put together medical, dental, and eye insurance plans; in addition to, retirement and disability plans and executive compensation packages.