Our Services

Financial Planning, Life Insurance & More

A well-rounded financial services firm understands that proper wealth management entails more than retirement planning by way of placing your funds in a few solid investments. Instead, a great firm will educate you on the process, offer many financial products and choices, and work with your circumstances to ensure that you reach your financial potential and secure your financial future. The DMG Group does exactly that.

As our namesake implies, we work hard -- yes, to assist you with retirement planning -- but develop, manage and grow your entire portfolio, from estate and tax planning to annuities and life insurance. Your comfort, confidence and security in knowing that your wealth management and financial plans drive us to excel in our field and provide the perfectly customized plan to get there.

Financial Planning Products

Providing our clients with varying products to meet their varying needs is important to The DMG Group. And this is why we understand, offer and educate our clients on all types of goals, financial products and opportunities.

Retirement Planning

A solid, healthy retirement plan is many people’s main financial goal. Saving early and often is important, as is taking advantage of financial products, accounts and tax advantages designed specifically for retirement.

We can help you maximize employer-sponsored retirement plans, such as 401(k), 403(b) and 457(b) options or set you up into something similar, should you not have access, as well as guide you when it is time for retirement distribution.


A fixed annuity is an insurance-based contract that can be funded either with a lump sum or regular payments over time. In exchange, the insurance company will pay an income that can last for a specific period of time or for life.

Variable annuities provide the opportunity for market appreciation through a variety of investment options with tax-deferral and future income. Designed for people willing to take on more risk in exchange for greater growth potential, variable annuities offer guarantees of principal and downside protection at an additional cost, depending on contract rider availability.

Interested in this type of investment? We can walk you down this path, providing the proper guidance to purchasing this product.

Life Insurance

One of the most popular questions we get is: How much is enough life insurance? Learning about, understanding and having life insurance is unsettling, but crucial. Beyond preparing and educating you with our rich library of resources, we walk you through the life insurance selection process to determine your coverage needs, as well as ensure that you meet all of your wealth management objectives.

Life Insurance Providers

  • AIG/American General
  • AIG/Sun American Life Insurance Company
  • AIG/United States Life Insurance of New York
  • Equitable Life Insurance Company2
  • Banner Life Insurance Company
  • Genworth Life and Annuity Company
  • Genworth Life and Annuity Insurance Company Hartford
  • Genworth Life Insurance Company
  • ING Life and Annuity
  • ING Retirement Services
  • ING/ReliaStar
  • ING/ReliaStar of New York
  • Integrity Life
  • John Hancock, USA
  • Lincoln Life/Jefferson Pilot
  • Metropolitan Life/MetLife Investors
  • National Integrity
  • Nationwide Life Insurance Company
  • North American Company for Life and Health Insurance
  • Pacific Life
  • Phoenix Life Insurance Company
  • Principal Life Insurance Company
  • Prudential/American Skandia
  • Security Mutual Life Insurance Company
  • Sun Life Assurance Company of Canada
  • West Coast Life
  • William Penn Life Insurance Company of New York