Live Your Dreams and retire in comfort

We all have dreams-retiring in comfort, educating our children and grandchildren, helping our loved ones. There is a saying that goes "Mans reach should exceed his grasp, else what's a heaven for..." by Robert Browning. That gap between where we are and where we dream about being is all that keeps us from living our dreams. Our goal is to assist you in devising a plan to close that gap between where you are today and where you want to be. They key to turning dreams into reality lies in setting goals and carefully planning a course of action to achieve them.

We do this with a unique proven and logical approach. Our approach to your wealth care needs is holistic and long-term. We strive to provide the right solutions for your financial challenges and goals and are committed to offering you advice in every area of financial services. We organize our approach to wealth care around 10 key areas of wealth care planning, called the Method 10.

Method 10 is a systematic process of discovery, analysis and application of wealth care planning tools designed to help you resolve the 10 crucial wealth care issues you are likely to face. From investment planning and income protection to estate planning and debt management, we help you arrive at a comprehensive picture of your financial situation and devise a plan of action.

Is your plan a perfect 10?

If you are like the typical person, chances are you have paid attention to a few areas of your wealth management plan. You may have chosen to participate in your company's 401(k) plan, and you may have your own IRA. But have you systematically pieced together all the various parts of your finances? 

You've probably paid attention to your retirement plan, but most of us have more to think about than just retirement. Are you concerned about long-term care options for yourself or a parent? Are you looking for ways to lighten your tax burden? Do you need a strategy to deal with a disability or a protracted medical condition? Do you have children or grandchildren whom you'd like to help with college education costs? If you own a business, have you thought of a succession plan? 

The more you think about it, the more complicated it seems to become. Trying to understand every aspect of wealth management can be overwhelming if you don't have a system to assist you. 

At DG Private Wealth Management, we work to help our clients thoroughly examine their financial lives using a system called the Method 10™. Method 10™ organizes the key wealth management issues you may face, and helps direct us to craft the solutions you need. Method 10™ includes 10 elements that are vital to your financial well being:

Tax Planning

Investment Planning

Retirement Planning

Income Protection and Asset Preservation

Education Planning

Insurance Planning

Estate Planning

Business Planning

Debt Management

Special Situations

Method 10™ breaks down the complexity of a holistic wealth management plan into more manageable components. The non-hierarchical nature of Method 10™ means that the first element we address is not pre-set—instead, we can analyze your situation, isolate the most urgent issue to address, and craft the solutions you need. And because the Method 10™ elements are interconnected, addressing one element often provides insight into the next element to approach.

We invite you to schedule an appointment today so we can start working on your financial plan. Together, we can identify the areas of your wealth management picture that need the most work, and begin the process of crafting a plan that addresses all of your needs —holistically.

Call us today 858.752.1726 or click here and we will contact you and you can begin working with a wealth management firm dedicated to your financial success can help you live your dreams. To learn more about this firm click here.

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