Referrals

It’s not either/or. It’s both/and.

As business owners ourselves, we understand that when your primary asset is your business,  our comprehensive financial planning process requires a double focus. One eye must be your personal and family (when there is one) financial welfare. But because your welfare and the welfare of your business are so interdependent, we are also always paying close attention to the current health and the long-term sustainability of your business and its relationship to the overall arc of your life choices, challenges, and goals.

Balance for today, and tomorrow.

Success in any arena requires hard work, passion, focus, vision, flexibility, the ability to multi-task, and keeping the immediate and the long term in proper balance. At DFG, our work with individuals and families seeks ways to mitigate risks, identify opportunities, eliminate inefficiencies and create a plan that helps you reach your goals. For small business owners, we go one step further to enhance the sustainability of your most precious asset.