Broker Check

7995 East Prentice Avenue
Suite #110
Greenwood Village, CO 80111

(303) 221-2920

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Welcome to DC & Associates, Inc.

Private Wealth Management

DC & Associates provides comprehensive lifestyle and values based financial planning services.

Our goal is to create a lifestyle sustaining financial plan for every client. Our personalized implementation process seeks to help increase the success of these plans.


We urge you to tour our site to learn more about our company, services we provide and articles of interest to you. Working with a trusted advisor is one of the most important decisions you can make in your financial future.

Inquires about our services are welcome and you can read more about DC & Associates, Inc. Advanced Financial Services by following the links above under About Us.

Helpful Content

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

 

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

View all articles arrow

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

View all videos arrow