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About DVC Financial Services

DVC Financial Services offers all-encompassing services for our clients. Our primary objective is to help you achieve financial freedom in a complex and constantly changing world. We design strategies to help you achieve what is most important to you. From growing your wealth to planning for your family’s future, we pledge our knowledge, expertise, resources, and dedication to integrity in all that we do. 

Whether you are a veteran of success or are just starting to manage your portfolio, DVC Financial Services can help you achieve your goals.

 

Our Process

Our goal is to help you achieve your goals. We get to know our clients by understanding what is truly important to them through our needs-based approach. Over the 22 years that DVC Financial has been in business, we have established a four-step process to help stimulate success. No matter your current fiscal position, we can help get you where you want to go.

Analyze
Recommend
Implement
Review

Analyze

Our goal is to help you achieve your goals. We get to know our clients by understanding what is truly important to them through our needs-based approach. Over the 22 years that DVC Financial has been in business, we have established a four-step process to help stimulate success. No matter your current fiscal position, we can help get you where you want to go.

Recommend

We provide you with suggestions to fill in the gaps so you can choose the products best suited for your situation.

Implement

If you’re satisfied with our recommendations, we work with you to implement your strategies and secure the required products and services to help ensure your financial freedom.

Review

Because your financial situation is bound to change, we work with you over time through periodic reviews to help you monitor the strategies in place, and their capacity to continuously meet your goals.

 

Meet the Advisor

Experienced and enthusiastic, Don thrives on client satisfaction. Please visit the company page to learn more about Don’s story.  

 

 

Schedule a meeting

We’d love to hear from you. Give us a call and we’ll get started.