Our Process:

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.

We follow the CFP Board Financial Planning Practice Standards which is a new 7-step process of CGADPIM (Understand Circumstances, Gather data, Analyze, Develop recommendations, Present recommendations, Implement, and Monitor).

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
  • Strategic Income Planning
  • 401k Plans - Small Group and Individual
  • College Planning including Financial Aid
  • Estate Planning including Advanced Planning and Charitable Planning
  • Divorce Financial Analysis
Shannon and Benita in conference room