For Individuals

PERSONAL WEALTH MANAGEMENT

Understanding where you currently are and where you want to be financially is the first step in our process. Next, we educate you on the variety of financial products, choices and investments. Only then -- once we know about you and you know about our financial products and services -- will we guide you toward achieving your ultimate goals through a custom financial plan that ensures your sound financial future. The types of financial plans we create include:

  • Non-Fee Needs Analysis
  • Personal Financial Plans
  • Focused Needs Plans
  • Personal Financial Plans with Estate Planning

Financial Products

The DMG Group offers a variety of financial products so that regardless of where you are in financial planning journey and no matter your ultimate goal you, are equipped with the tools you need to be financially successful.

  • Fixed-Income Investments [e.g., Mutual Funds, Unity Investment Trusts, Municipal & Government Bonds, Money Markets, Certificates of Deposit, etc.]
  • Equity Investments [e.g.,Mutual Funds, Sector Funds]
  • Individual Retirement/Education Planning [e.g., Traditional & Roth IRA, Coverdell Education Savings Account, 529 Plans, etc.]
  • Investment Accounts and Advisory Programs [Available through Equitable Advisors's partnership with LPL Financial]
  • Life Insurance [including Annual Renewable Term, Level Term — 10-, 15- and 20-Year, Whole Life, Universal Life, and more]
  • Annuities [Fixed, Variable Annuities, Group Annuities, Equity Indexed Annuities]
  • Disability & Long-Term Care Insurance [Individual Disability Income and Individual Long-Term Care]