At DSM Financial, our goal is to provide an efficient and cost-effective approach to financial planning. We look at your financial picture macro vs. micro. We find that people buy financial products throughout their life that are not integrated or coordinated with other products.
We put the products together to see how they are working for or against other products in your portfolio. We take a look at your homeowner’s policies, car insurance, health insurance, life insurance, group insurance, savings accounts, 529s, 401(k)s, Roth IRAs, company stocks, all the way down to your mortgage. We meet with our clients a couple times a year, or whenever there is a change in their financial world.
DSM Financial is here to tailor strategies specifically designed to address your retirement goals.
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Advisory Services offered through Change Path LLC an Investment Advisor. DSM Financial and Change Path LLC are not affiliated. 17283 - 2018/1/17 Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.