Welcome to DSM Financial

About Us

Our company is built on a solid foundation of excellent client service and in-depth market knowledge.

Click here to learn more about us. 

Web Tools

Become a Client

Becoming a client with us is as easy as it is rewarding.

Click here to fill out our new account form and we will contact you shortly.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Sorting Long-Term-Care Myth from Fact

What you think you know about long-term care might actually be based on myths and half-truths that could lead you to make poor decisions about the type of care that you may need.

Weather: It Matters

Weather is common fare for small talk, but it’s difficult to think of many topics that can have a bigger effect on economic activity.

Surviving the Estate Tax with Survivorship Life

People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.

Which Way to Payday?

Even though small-business owners put a lot into their companies, including time and capital, sometimes it’s hard to determine exactly how much to take out.

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