Wealth management can have many different definitions these days. We believe it to be a disciplined combination of investment consulting, advanced planning, and relationship management. We arm our clients with the information and tools necessary to make intelligent decisions to help accumulate, distribute, and preserve wealth.
Our Process
Services
Connect
Step 1:
Discovery Meeting
Find out what is most important to you and your family or business.
Step 2:
Preliminary Analysis
Presentation of analysis and recommendations plan.
Step 3:
Mutual Commitment
Confirmation of commitment to the plan and answer any further questions.
Step 4:
Strategy Implementation
Organization of initial account setup or policy implementation.
Step 5:
Evaluate & Refine
Review of progress to monitor accomplishments and incorporate changes over time.
Services
360° Financial Planning
Advanced Planning
- Wealth Enhancement – tax mitigation and cash flow planning
- Wealth Transfer – transferring wealth effectively between family generations
- Wealth Protection – risk mitigation through legal structures and insurance
- Charitable Giving – maximizing the impact to charities as well as tax benefits
Newsfeed
MassMutual | CNBC’s Squawk Alley with MassMutual CEO Roger Crandall
Roger Crandall, MassMutual’s Chairman, President and CEO, recently appeared on CNBC’s Squawk Alley to talk about MassMutual’s response to COVID-19…
MassMutual HealthBridge | Live Mutual
MassMutual HealthBridge is our way of showing thanks to the healthcare workers on the frontlines of COVID-19. #LiveMutual
A Look at 401(k) Participant Behavior During the COVID-19 Pandemic
While only 5.6% of plan participants changed their portfolio allocations during the first quarter, new research finds…
The Compass May
Stock prices ended the week slightly lower, despite news of positive results from a test trial of a COVID-19 drug treatment…
The Compass June
The shortened week, which began with a powerful two-day rally of trading, was enough to drive the markets…
Click here for full article.
The Compass July
In a holiday-shortened week, stock prices turned higher as encouraging economic data outweighed an increase in COVID-19 cases and a rollback in economic re-openings…
HEADQUARTERS
LOCATIONS
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
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
