DFP provides honest and valuable financial advice to answer pretty much any financial question you have. If we can’t help you, we’ll refer you to someone that can. We’ll decide together what services best suit you. Then DFP will create a written financial plan customized for your goals and current situation with a specific action plan for you to implement. With a solid financial plan in place, you save time and worry less so you can redirect your energy toward enjoying life. Our services fall into these major categories:

Retirement Planning - Determine your financial goals, develop a savings plan, and choose the best investment vehicles to save for retirement.		Investment Analysis - Determine your risk tolerance and time horizon, analyze your current portfolio, and propose a new portfolio that matches your needs and risk level.		College Funding - Create a specialized plan to help pay for your children’s college education.
Military Personnel - People in the armed forces have some unique financial circumstances. DFP will help you make informed decisions.		Small Business Owners - There are many choices when it comes to choosing a company retirement plan. We can walk you through the options.		Insurance Needs Analysis - This risk management assessment will identify areas where you lack critical insurance coverage.
Tax Planning - Utilize current laws to develop planning techniques that will lower your future tax liability.		Estate Planning – Verify appropriate estate planning documents are in place and up to date. Develop an efficient and effective wealth transfer strategy.		Debt Management – A monthly program designed to create a budget, start paying off debt, and begin a savings plan.

Contact us to learn more…