950 S. Bascom Ave. Suite 2112
San Jose, CA 95128
When Bill Gates first met Warren Buffet, their host at dinner, Gates’ mother asked everyone around the table to identify what they believed was the single most important factor in their success through life. Gates and Buffet gave the same one-word answer, “Focus.”
Working with DFG Advisor’s business strategies team allows you to do just that, put 100% focus into your business while we work on your business. Whether it’s executive level planning or explaining the retirement plan to an employee, we will help ensure you attract and retain the employees that are so valuable to your success.
Executive Benefits
While traditional group benefits are of tremendous value, we often need to go above and beyond.
Buy-Sell Strategies
Even with the best intentions, not all partnerships make it to the finish line. Planning for the unforeseen is not only prudent but a necessity.
Key-Employee Retention
Your biggest asset is your is likely your employees and retaining them is paramount.
Succession Planning
We often say to begin with the end in mind. Exit strategies can often be as important as your business plan.
HEADQUARTERS
LOCATIONS
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
GET IN TOUCH
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.
CRN202508-2729196
