One-size fits all is a compromise that endures, it neither fits perfectly or adapts appropriately to your future needs. At DES Financial Group, we partner with you by tailoring planning advice to fit not only your current situation, but to also provide a foundation for your financial future. Your life is not a static snapshot in time and neither is our relationship. We meet with you on a regular basis to monitor your progress and adjust with your changing needs.
Independence, transparency, and fiduciary responsibility are at the core of our guidance and advice. It’s what makes us different. As professionals, we’re here to build long-term trusted relationships, not short-term gains. No matter where you are in your financial journey, we endeavor to take you to the next level.
At DES Financial Group, we bring together your financial resources to provide an efficient and productive plan using sensible fee-based asset management and comprehensive financial planning. Our approach strives to help you invest conservatively, reduce your exposure to taxes, minimize your personal risk, and provide a plan to successfully retire and transfer wealth to your children and grandchildren. We partner with some of the best independent legal and accounting professionals in the business or work with your existing relationships to ensure continuity in your financial well-being.
Building, maintaining, and protecting your achievements is our goal. How do we reach it? By keeping your objectives in focus, providing a high level of communication and transparency throughout all market conditions, and making investment and planning decisions as economic or lifestyle conditions warrant. Our firm maintains a constant commitment to you.