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<br /><br />OUR SERVICES

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.

Financial Planning

Financial Planning

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

Investment Services

Investment Services

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

Insurance

Insurance

Our insurance coverages help guard your financial plan from unwelcome surprises.

Comprehensive Services

Comprehensive Services

We work with other professionals of your choosing to successfully implement your financial plan.

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.

Legacy Planning

Legacy Planning

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

Tax Planning

Tax Planning

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

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