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Finances can feel complicated, and at certain points in your life, completely overwhelming. As you grow a business, prepare for retirement, or navigate major life events, you need more than an experienced tax professional in your corner. At DKS Financial Strategies, we strive to be your complete advisor – providing confidence to handle life’s complexities and smart solutions for your financial life.

Our services include:

Financial Planning

<strong>Financial Planning</strong>

Holistic financial planning that addresses eight key issues that impact your future success.

Investment Management

<strong>Investment Management</strong>

Construction and ongoing management of an investment portfolio designed around your unique goals.

Insurance Planning

<strong>Insurance Planning</strong>

Review of insurance coverage and costs to protect against future risks.

<strong>Medicare Selection</strong>

Medicare Selection

Independent analysis of your Medicare plan options.

<strong>Tax Planning</strong>

Tax Planning

Projections to plan for future tax liabilities and collaboration with our local H&R Block partners to prepare tax returns.

Regardless of your stage of life, DKS Financial Strategies has the expertise and experience that can benefit your family or business. If you’re eager to have a knowledgeable teammate in your corner, complete the form below to schedule a complimentary consultation.

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