Welcome to DSM Financial

About Us

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

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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.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Disability Income Insurance

How much Disability Income Insurance do you need?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

When Your Child Should File a Tax Return

IRS rules regarding who must file are based on the amount and source of income rather than age

Too Much of a Good Thing?

It’s wise to review your portfolio regularly to make sure the asset allocation still reflects your chosen strategy.

HOT TOPIC: The Japanese Economy

In 2013, Japan’s economy and stock market showed promising signs of progress after 15 years of deflation.

Options for Retirement Living

Some considerations when deciding where to live in retirement, be it staying in the same community or moving.

More Newsletters →