Focal PointTM Financial Planning
DC & Associates, Inc. Advanced Financial Solutions provides personalize planning for our clients. We help each client identify the necessary objectives and goals for those important financial issues in their lives. We focus on what is important to YOU - this is identified during our initial client interviews before any proposals can be made.
A proposal of suggested strategies custom designed for you to pursue your financial objectives. The proposal utilizes strategies that seek to meet the goals specifically identified during our client value interview. In addition we look at how current tax and estate law will effect the plan.
In the next step the implementation of these strategies is outlined. The implementation plan is communicated so the client is aware of the steps necessary to put the plan in place. Once implemented, a monitoring process begins so that adjustments to the plan can be made as necessary over time.
We never lose sight of the fact that everything we do is focused on the client's goals and objectives. Our clients are the only boss we serve.
Services We Provide:
- Personalize Financial Planning
- Traditional Investments
- Alternative Investments including investments with low or no correlation to the stock market
- Risk Management including life insurance, disability and long term care
- Retirement Planning
- 401k Plans - Small Group and Individual
- College Planning including Financial Aid
- Estate Planning including Advanced Planning and Charitable Planning
- Real Estate investments and customized real estate solutions
- Divorce Financial Analysis