Your Dreams. Your Plans.

Our Guidance.


Intentional planning and a disciplined implementation can play an important role in the success of your financial plan. In this world of uncertainty, we provide guidance to create and execute financial solutions for our clients, their families, and business over a lifetime of changing events.

Helping clients achieve financial success and stability in a changing marketplace takes strategic planning and execution.
Assisting your employees in their goals to achieve financial success can help you attract better talent from the outside. When an employer cares, the word spreads fast.
With extensive experience developing out-of-the-box solutions, we can provide you with the latest and most innovative products available.
No matter how big or small, your business is your focus and it is our priority to meet your unique needs.


17550 N. Perimeter Dr. Suite 450
Scottsdale, Arizona 85255


950 S. Bascom Ave. Suite 2112
San Jose, CA 95128

1620 Fifth Ave Ste. 900
San Diego, CA 92101

6340 N. Campbell Ave. Suite 140
Tucson, AZ 85718

4350 E. Camelback Rd. Suite E-280
Phoenix, AZ 85016

5600 Wyoming Blvd. NE, Suite 150A
Albuquerque, NM 87109


    Check the background of your financial professional on  FINRA’s BrokerCheck

    DFG Casualty & Benefits, Health Insurance [and Property/Casualty Insurance] are not offered through MML Investor Services, LLC or its affiliated companies.

    DFG 401K ADVISORS, 401K Services and Investment Advisory are not offered through MML Investor Services, LLC or its affiliated companies.

    Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC Supervisory address: 17550 N. Perimeter Drive, Suite 450, Scottsdale, AZ, 85255 480-538-2912. DFG Advisors is not a subsidiary or affiliate of MML Investors Services, LLC.