We can help you develop long-term wealth and investment strategies designed to give you the freedom you want and deserve in retirement. Whether you want to pursue philanthropic interests, acquire new skills or advanced degrees, start new businesses, travel the world, or just relax, our goal is to provide the resources you need to make your time your own.
We look at your present capital and expected income and spending, and develop a strategy to help you fund your dreams…wherever they may take you. Your DB Advisor will help you choose the mix of investments targeting your particular income goals.
An estate plan is an important component of your overall financial plan. Estate Planning Considerations; Planning for Tomorrow, Executing a Will, Transferring Assets, Considering a Trust, Managing Estate Taxes, Giving to Charity, and Creating a Strategy.
The key to successful tax planning is to know current laws and apply them to all usual and normal expenses associated with your household or business. Tax planning is an especially important piece of a solid retirement plan.