7125 East Shea Boulevard
Why do I need a financial advisor?
Financial planning is about more than simply saving for retirement. It’s about ensuring your short-term financial needs can be met by current income and increasing the likelihood of long-term goals being achieved. Having a financial advisor can help you navigate life changes and make smart financial decisions that keep you on track with your long-term goals.
Do you have asset minimums for new clients?
No, we believe everyone deserves access to knowledge and advice that can help them make confident financial decisions. However, clients with a broad range of needs – like business owners, growing families, or those nearing retirement – often experience the greatest value from our services.
How often will we meet?
Once your accounts are opened and your financial plan is in place, most clients prefer to meet quarterly while others prefer only twice per year. Meeting frequency is flexible depending on your unique needs. However, we're always available by phone, video conferencing, or email, and we communicate regularly via our blog and digital newsletter about topics that are relevant to your financial situation.
What is the fee to use your services?
DKS financial advisors are paid based on the products and services we provide. This could include charging an hourly fee for investment advisory services, a percentage of the assets we manage on your behalf, or commission sales, when appropriate. In general, our fees range from 1% to 1.5% of your assets under management and are deducted quarterly from your accounts. We believe in transparency in fees and always strive to exceed in value what you pay in cost. All fees and commissions will be discussed and agreed to in our initial consultation.
Who holds my money?
The representatives at DKS Financial Strategies are affiliated with the Broker/Dealer Avantax Investment Services℠ and the Registered Investment Adviser Avantax Advisory Services℠
What do I need to bring to my consultation?
During the first meeting, you'll want to bring copies of your recent bank statements, investment statements, pay stubs, liability balances, and existing insurance policies. If you decide to use our services, we will need a copy of your driver's license and social security cards.
firstname.lastname@example.org | 480-999-4292