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Financial Planning

"If you don’t know where you are going, you might wind
up someplace else."

- Yogi Berra

DC Strategies Investment Management provides its clients with strategies and solutions to help get them where they want to go. We will help you understand your current financial situation and clarify your goals. We then provide you with a written plan designed to help you to meet your goals.

Personal Financial Planning

We perform a thorough analysis of your current situation to prioritize your goals, organize your financial information, create realistic action plans, and maximize employer-provided benefits to provide the greatest probability of success for a secure financial future.

Financial Planning may include additional analysis for more complex needs, such as: Cash Flow Planning, Risk Management, Estate Tax Planning, Business Owner/Partner deferred compensation, and Executive Benefits

What are the Benefits of a Financial Plan?

  • Gain greater clarity of your current status while assessing the probability of achieving your financial goals.
  • Setting realistic expectations.
  • Balance your spending today versus saving and investing for the future.

Fee for service as quoted