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FINANCIAL ADVISORY SERVICES Personal financial advisory for executives, entrepreneurs and business owners

DGK Financial Advisors Group LLC, a sister company of DGK Group P.C., provides the strategic intelligence and guidance you need to grow wealth effectively and shield assets from unnecessary taxation.

Visit the DGK Financial Advisors Group’s website.

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Our Mission

DGK Financial Advisors Group’s mission is to provide the highest level of personalized, financial advisory services to our clientele, if desired, as an extension of our core tax, accounting and financial management outsourcing services.

ASSET PROTECTION & INSURANCE PLANNING

  • Life, Disability and Long-Term Care Insurance

  • Insurance Needs Analysis and Planning

  • Policy Review and Audit

  • Risk Assessment and Management

BUSINESS PLANNING

  • Employer-Sponsored Retirement Plans

  • Business Succession Planning

  • Buy/Sell Planning

ESTATE PRESERVATION & PLANNING

  • Wills, Trusts, and Estate Tax Minimization

  • Multi-Generational Planning

  • Planning for Children with Special Needs

  • Charitable Giving

RETIREMENT PLANNING

  • Investment Assessment, Management and Monitoring*

  • 401(k) Investment Planning*

  • Retirement Income Planning

  • Pension and Qualified Plan Distributions   

  • IRA and Roth IRA*

WEALTH MANAGEMENT SERVICES

  • Holistic, Coordinated and On-Going Advice

  • College Planning and 529 Plans*

  • Tax Minimization Strategies

Contact us Visit the DGK Financial Advisors Group’s website.

Learn More