Our Firm

With the addition of DGK Financial Advisors Group, we are pleased to take that care and attention one step further and also offer access to comprehensive, objective and independent financial services all  under one roof.   We are dedicated to providing custom planning solutions for both your personal and business needs in the following areas:




Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

  • Asset protection and insurance planning
  • Business planning 
  • Estate preservation and planning
  • Retirement planning
  • Wealth management services*