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Financial Planning


Mapping Out Your Plan

  • Understanding you, your goals & dreams
  • Designing a personal plan
  • Implementing recommendations
  • Monitoring, reviewing and updating your plan

At DCB, our goal is to provide you with an easy-to-follow roadmap to reaching your goals. Once your plan is developed, we will continue to review it with you to make sure it stays on track. We also know that there’s power in teamwork. We encourage joint meetings, including your attorneys, accountants and trusted advisors, so you can remain confident that everyone is working together to meet your needs. And we’ll keep your team advised as we coordinate the day-to-day management of your investments and finances with your financial plan.

Setting Your Goals

  • Protecting your family from financial loss
  • Reducing taxes
  • Planning for retirement
  • Protecting the family business upon retirement or death
  • Providing for the next generation
  • Establishing charitable goals

These are just a few of our clients’ most common financial goals. But everyone’s goals are different, depending on where they are in life. Your goals may also change along with your family, business and financial circumstances. We know that you work hard to create a secure and comfortable lifestyle for the people you love. The amount of planning needed to preserve that lifestyle depends on your current needs, future desires and the complexity of your financial status. Our financial experts work with you to establish your goals and move toward the financial results you desire most.

Following Your Map

  • Learning the process and understanding the terminology
  • Reviewing goals as life-chanigng events occur
  • Exercising discipline to achieve those goals

Achieving lifetime financial goals requires a carefully planned, well-disciplined approach. Of course, circumstances often change along life’s journey. So our trained staff routinely reviews the process with you as you encounter new crossroads. There will be roadblocks or detours at times, but our expert guidance will help keep you moving toward the fulfillment of your goals.