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Financial Planning

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. At DKS Financial Strategies, our financial planning process is completely customized to your unique circumstances and typically includes a discussion of these key issues that can impact your financial success:

Cash flow & debt management – We’ll identify your sources of income, fixed and fluctuating expenses, and prioritize how to pay down accumulated debt.

Retirement planning – Based on your expected expenses, sources of income, and desired lifestyle during retirement, we develop a strategy to produce the necessary financial resources for your golden years.

Investment management – Based on your personal risk tolerance, time horizon, and long-term goals, we’ll design and manage an investment portfolio to grow your assets over time.

Risk management – Responsible financial planning requires anticipating risks that could compromise your financial security. We review and secure insurance policies to protect your estate and loved ones from potential hardships should the unexpected occur.

Education planning – With the growing cost of higher education, paying for college is a component of most of our client's financial plans. We help establish tax-smart savings vehicles and advise on other sources of financial aid to support continued learning.

Business planning – From optimizing cash flow and planning for taxes to establishing retirement plans for employees and consulting on buy/sell strategies, our broad business expertise can help enhance your profitability.

Legacy planning – In light of your long-term financial goals, we work with your attorney to establish tax-efficient plans for the future of your estate and ensure your loved ones and assets are properly protected.

Planning for special situations – Your family might have special circumstances that require additional planning, like caring for aging parents or saving for a second home. Whatever the situation, we plan for it from the start.

Searching for confidence for your financial future? Complete the form below to schedule a complimentary consultation with one of our experienced advisors.

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