What Does DCS Wealth Do?

Evaluate Investment Portfolios
“I’ve got a 401k and some IRAs, but are they invested correctly?”

Investment Management
“Who is going to help me manage my investments not just now, but in the future?”

Goal Planning
“Based on what I am doing now, will I have enough to…(retire, fund college or other goals)?”

College Funding
“College costs so much.  How much will I need and how do I get there?”

Life Insurance Review
“I pay a lot for life insurance.  Do I have the right kind?  Should I make adjustments to my policy?  Do I have enough or too much?”

Tax Strategy Planning
“I am getting 'killed' by taxes.  What can I do to reduce the taxes I pay?”

Special Insurance Needs
“I know I can get insurance for just about anything.  But should I be looking into Disability Income Insurance or Long-Term Care Insurance?”

Analyze Cash Flow
“Where does the money go?  How can I afford to save more towards my goals (or pay down my debts)?”

Business Succession Planning
“How will I be able to sell my business when I am ready?  What if my partner dies or becomes disabled?  How do I buy him (or her) out or continue to pay the spouse if he (or she) is not even there to work the business?”

Estate Planning
“Based on my situation, do I need Estate Planning?  Does it make sense for me to create trusts or other techniques I’ve heard about?”