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.
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.
Life, Disability and Long-Term Care Insurance
Insurance Needs Analysis and Planning
Policy Review and Audit
Risk Assessment and Management
Employer-Sponsored Retirement Plans
Business Succession Planning
Wills, Trusts, and Estate Tax Minimization
Planning for Children with Special Needs
Investment Assessment, Management and Monitoring*
401(k) Investment Planning*
Retirement Income Planning
Pension and Qualified Plan Distributions
IRA and Roth IRA*
Holistic, Coordinated and On-Going Advice
College Planning and 529 Plans*
Tax Minimization Strategies