Financial Planning

Financial planning services are provided to clients through two distinct client focused platforms:  Private Wealth Management and Financial Roadmap. Each platform is designed to address our client's needs and objectives based on their resources and the complexity of their financial situation.

Private Wealth Management

DFG’s Private Wealth Management service is our most comprehensive financial planning and investment management offering. Consultation sessions include quarterly reviews of key performance data and recommended action steps thereby providing a disciplined process for financial decision making.

Private Wealth Management Services include the following:

  • Financial Discovery Interviews and Data Gathering
  • Net Worth Statement and Budget
  • Investment Analysis And Asset Recommendations
  • Retirement Projection and Cash Flow Needs
  • Federal and State Income Tax Return Preparation
  • Employee Benefit Summary
  • Education Analysis and Funding Alternatives
  • Life/Disability/Long-Term Care Insurance Analysis
  • Estate Planning, Flowchart and Document Summary
  • Stock Option Analysis
  • Major Purchase Funding Advice

Financial Roadmap

DFG’s Financial Roadmap is a foundational planning service designed for clients looking for support in managing their money and wanting to learn more about the basics of how to achieve their financial goals. Financial Roadmap clients can choose to engage us on a comprehensive or modular level.  Clients can choose from the following modules:

  • Retirement Projection and Cash Flow Needs
  • Education Analysis and Funding Alternatives
  • Investment Analysis and Portfolio Recommendations

    • The outcome is a Financial Roadmap planning report which puts you on the path to achieving your financial goals.

     

    Talk to us.  We want to help you acheive your life aspirations.

     

     
     
     
                            
                                                                                                                    
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