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OUR SERVICES

Our services are designed to help you invest for the life you want. We base your financial plan on our comprehensive DBT360 process and a blend of best-case scenarios and risk reduction strategies. Our credentialed professionals with more than 30 years’ experience provide investment advisory services, insurance planning, charitable giving advice and other resources to help you pursue the financial and philanthropic goals that lead to your best life.

LATEST INSIGHTS AND NEWS

Curated articles, videos, and more for a financially savvier you.

INVESTMENT SERVICES

INVESTMENT SERVICES

Your investment portfolio, tailored to meet your goals, on your timeline — managed by us.

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FINANCIAL PLANNING

FINANCIAL PLANNING

The DBT360 Financial Plan: A framework for thoughtful decision-making based on your life goals.

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INSURANCE

INSURANCE

Our insurance solutions guard your financial plan from unwelcome surprises.

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LEGACY PLANNING

LEGACY PLANNING

We are stewards of your financial plan, with strategies to maximize resources for generations to come.

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COMPREHENSIVE FINANCIAL SERVICES

COMPREHENSIVE FINANCIAL SERVICES

We partner with trusted outside resources to successfully implement your financial plan.

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TAX PLANNING

TAX PLANNING

Tax planning is part of what we do. So you don’t have to.

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CHARITABLE GIVING

CHARITABLE GIVING

Does your investment plan include making the world a better place? Ours does too. Let us design charitable giving plans that make a difference.

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PLANNING FOR THE LIFE YOU WANT CAN START TODAY.

Why not get started now on your financial plan? Answer a few questions and we’ll get to work.

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Planning for Retirement? You Should Also Plan for Inflation

Planning for Retirement? You Should Also Plan for Inflation

Our own Sergio Garcia, CFP®, tells MarketWatch about the value of a well-diversified portfolio in these inflationary times.

For the full story and great tips for building a retirement plan, read on.

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Why Investors Should Want an Advisor Who is a Fiduciary

Why Investors Should Want an Advisor Who is a Fiduciary

A recent Kiplinger article reinforces why professional credentials matter.

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Independence Day: A New Twist on an Old Original

Independence Day: A New Twist on an Old Original

Start. Stop. Continue. A simple exercise for your July 4 weekend.

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4 Ways to Make Sure Your Business Survives the Unexpected

4 Ways to Make Sure Your Business Survives the Unexpected

Entrepreneur Magazine shares our advice to business owners on the four variables that led to success during the pandemic.

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