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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

Financial Planning & Consulting:

  • 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