For Individuals

Our firm specializes in helping business owners, professionals, corporate executives and individuals develop sound financial strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investment Management and Asset Allocation:

Mutual Funds
Common Stocks
Bonds (Taxable and Tax Free)
Variable Annuities
Indexed Annuities
ETF (Exchange Traded Funds)
Government Securities

Financial services:

Financial Planning
Retirement Planning
Estate Planning Strategies
Distribution Planning
IRAs Traditional, and Roth
Investment Consultation for 401(k), 403(b), 457

Insurance:

Life Insurance
Disability Coverage
Long Term Care

“We Generate Fears While We Sit. We Overcome Them By Action.” – Dr. Henry Link

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

tom@digfin.net | 716- 898-8577