Our Services

At DES Financial Group, we provide assistance in the following areas:

Investments & Accounts:

Individual Stocks, CDs, Bonds, Municipal Bonds, Treasuries, Government Sponsored, ETF, REIT, Limited Partnerships
Mutual Funds including Load or No-Load, Closed or Open, Managed or Unmanaged, UIT
Annuities including Fixed, Indexed, Variable, and Immediate
Fee-Based or Brokerage accounts, SMA programs, IRA, Roth IRA, Trust, Partnership, Corporate, Non-Profit, Custodial, 529, Coverdell, Coogan
Small Business Retirement Plans, SEP, SIMPLE, 401k, 403b, Safe Harbor, Profit-Sharing, Defined Benefit

Comprehensive Financial Planning following a six step planning process from the practice standards set forth by the Certified Financial Planner Board of Standards, Inc.
Financial Consulting for Tax Planning, Investment Planning, Retirement Planning, College Planning, Estate Planning, Cash Flow/Budgeting, Business Planning, Special Needs Planning

Life Insurance including Term, Permanent, ILIT, LIRP, Buy/Sell, Charitable Giving
Long Term Care including California Partnership Plans
Disability Insurance