Together we can help you prepare for the future you dream about:
Envision what you want it to look like. Plan on how to get there.
Prepare for life stages along the way. We'll be there to help you weigh the options.
12/27/2022
Are you taking a healthy approach to money matters? Most of us could use a little help—and help is here! Join this workshop on January 18th for can’t-miss financial wellness tips, including ways to improve your spending habits, save for long-term goals, and more.
Contact David by January 17 at [email protected] or (513) 252-0488. Feel free to bring a spouse or guest. Hope you can join us!
We get so busy living in the moment that we sometimes forget about the future. You can take just a few simple steps to get started on a plan for your financial security. I’m here to help. Attend my workshop November 17, 2021. Contact me today at [email protected] and I will send you an invitation by email.
09/08/2021
Are you taking a healthy approach to money matters? Most of us could use a little help – and help is here! Join this workshop on September 15th at 7 p.m. for can’t-miss financial wellness tips. Sign up today for an email invite: http://www.dwsfinancial.co/contact_us/
05/06/2021
IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
Key Retirement and Tax Numbers for 2021 IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
05/04/2021
We’re a proud supporter of Disability Insurance Awareness Month in May. The truth is your income is your most valuable asset and provides for you and your loved ones. Protect your paycheck with disability insurance, and secure your family’s financial future.
05/03/2021
Protecting your Income virtual workshop! May 12th, 2021 from 7 p.m. – 8 p.m. Message me or send an email to [email protected] for more information.
1062145 – 012020
04/29/2021
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
When You Can’t Speak for Yourself Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
