About Us

Financial Planning For You

The DMG Group’s mission is to assess your most important financial concerns. We then alleviate them by delivering a custom-designed, long-term financial plan centered around financial investment and insurance strategies.

Our team of Equitable Advisor Financial professionals present a combination of education and experience, paired with professional diversity, that allows us offer a variety of financial service to create these strategies, helping clients secure a stable financial future. These include:

  • Retirement Planning
  • Business Planning
  • Fixed and Variable Annuities
  • Variable and Traditional Life Insurance
  • Disability Income and Other Insurance
  • Long-Term Care Insurance
  • 401(k) and other Company Sponsored Plans
  • 403(b) Plans
  • Keoghs Plans
  • Mutual Funds
  • Traditional and Roth IRAs
  • Deferred Compensation Programs
  • Buy-Sell Plans
  • Non-Qualified Retirement Plans
  • Life Insurance for Key Persons
  • Asset Allocation Strategies

We also help you create financial plans with which you are comfortable and knowledgeable by presenting complex financial information in a clear, understandable language. Whether you are a business helping employees or an individual seeking comfortable retirement, we collaborate with you to determine the best combination of financial products and financial services  that make sense and suit your needs and goals.

And once our financial advisors help you choose the right financial products, we follow up to ensure you are on track and sticking with your plan.