Our Services
Whether you are experienced in the world of financial matters or are just starting to build your portfolio, DVC Financial Services provides insights for individuals, families, and small business owners. Our advisors offer professional assistance for both personal and business strategies including, but not limited to, the following areas:
Investments
- 529 Plans
- Exchanged Traded Funds (ETFs)
- Fixed, Variable, and Structured Annuities
- Mutual Funds
- Portfolio and Asset
- Management Strategies
- Securities Brokerage Services
- Unit Investment Trusts
Retirement Planning
- 401(k) Plans
- 403(b) Plans
- Non-Qualified Retirement Plans
- Profit Sharing Plans
- Roth IRAs
- SEP IRAs
- SIMPLE IRAs
Financial Planning †
- Budgeting & Cash Flow Study
- Charitable Giving
- College Cost Analysis
- Estate Planning Strategies (in conjunction with your attorney and accountant)
- Tax Reduction Strategies
- Wealth Management Strategies
Insurance
- Benefits for Employees and Retention Services
- Business Continuation Strategies
- Disability Income Insurance
- Life Insurance
- Long-Term Care Insurance
† Note: Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.