Your Dreams Matter
At DPW Financial, LLC, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
We offer services in these five areas:
INVESTMENT STRATEGIES
ASSET ACCUMULATION STRATEGIES
TAX EFFICENT STRATEGIES
LEGACY PLANNING
Are you simply balancing your portfolio between equities and bonds? We can help create a strategy designed to help mitigate risk without giving up potential growth.
To help bring more enjoyment to your retirement, we can help create a strategy that aims to help maximize your growth potential while also mitigating risk. We can help teach you the different mixes of offense and defense that could be utilized in your portfolio.
How much of your income in retirement do you need to preserve? Let us help create a strategy that shows the most efficient order to withdraw your money for when you need it and help make it last throughout your entire retirement. We can also show you ways your withdrawals could impact your tax efficiency.
The amount of assets you have at the time you retire could potentially be equal to the amount you will pay in taxes over your remaining lifetime! The good news is there are opportunities to reduce this, and we can help create a tax strategy to show you ways to help you pay less taxes.
Most people think estate planning is for the ultra-rich to avoid paying taxes when they pass. However, for the average person, an estate plan is a very important piece of a comprehensive financial plan. It helps assure that the assets that you have worked so hard to accumulate go to the people and places you love most. We want to help ensure you have a plan for your finances and your loved ones if unforeseen circumstances arise.
We can also refer you to professionals who provide the following services:
TRUSTS
LONG-TERM CARE STRATEGIES
MEDICARE
CHARITABLE GIVING
DPW Financial, LLC has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice. AE Wealth Management, LLC (AEWM) is not affiliated with the Strategic Partnership. Any and all other services offered by the Strategic Partner are not offered through or supervised by AE Wealth Management, LLC.
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
