Because you are a valued client of DCN Wealth Management we can offer you a complimentary, no-obligation financial review utilizing our financial planning software.
A financial plan can help you have more confidence in your financial future. During our initial meeting, we’ll go through these six steps:
- Identify your unique goals and the level of importance of each goal specifically
- Identify the financial resources that will help fund the achievement of your goals
- Income sources
- Investment assets
- Savings
- Other assets
- Determine the balance of investment risk and return that is appropriate for you
- Create your personal plan outlining the investment and insurance services needed to help achieve your retirement goals
- Review and discuss your plan results together
- Take the steps to put your plan into action
- Review your Social Security strategy
- Establish the proper savings strategy
- Implement an appropriate asset allocation strategy for your Investment Portfolio
By accomplishing this comprehensive research together, we can enhance your overall investment experience by recommending strategies and solutions to meet your long- and short-term financial objectives.
As part of our technology suite, DCN Wealth Management gives you the ability to securely access your investment accounts from any device. Once logged in, you will be able to view your investments account information and tax forms securely 24/7 anywhere anytime.
DCN Wealth Management is also proud to announce the arrival of our brand-new My Portfolio View app. Our app is currently available for download in the Apple and Android app stores.
DOWNLOAD OUR MOBILE APP
The DCN Wealth Management app is now available for you to view your investments accounts, safe and securely from any device.
We’re here to help. Contact one of our DCN Wealth Mangement advisors today to schedule your no-obligation appointment. Give us a call or send us an email, either way we want to work with you.
