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Welcome to DFG WEALTH ADVISORS
"Our mission is to assist our clients in making smart decisions about money so they can use it as a tool to achieve their life goals."

Our goal is to provide you with information that will be both interesting and pertinent to your investment and financial planning needs. Retirement planning is our specialty. This site will be updated periodically to provide you with our updated financial and tax strategies, so you can make an informed decision regarding financial matters while navigating through life stages. 
  • Thinking about buying a home? planning retirement? sending the kids to college? We have instant links to financial calculators that will help you learn how much you need to save and how long it will take. 
  • We have links to both general and California scholarship sites.
Thanks for visiting and use the "Tell a Friend" option if we have been of help.
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Newsletters
  • Hidden Gem: HSAs in Retirement
    When saving for retirement, you're probably aware of the benefits of using tax-preferred accounts such as 401(k)s and IRAs. But you may not be aware of another type
  • Tax Scams to Watch Out For
    While tax scams are especially prevalent during tax season, they can take place any time during the year. As a result, it's in your best interest to always be vigilant
  • Know Your Mutual Funds
    Almost 100 million Americans, representing about 44% of U.S. households, owned mutual funds in 2018. Saving for retirement was the primary goal for 73% of investors;
  • How can you lower the costs of owning a vehicle?
    Vehicle expenses can take a big bite out of your budget. According to a AAA report, the average annual total cost of owning and operating a new vehicle in 2018 was
  • Is a vehicle subscription service in your future?
    Automakers and start-up companies are betting that today's generation of drivers will embrace a new model of temporary ownership called a vehicle subscription
    
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80 Garden Court, Suite 203, Monterey, CA 93940
Tel: 831 647 8445 Fax: 831 647 1007 Email: devinm@devincpa.com
 
Securities offered through Charles Schwab Institutional, Member FINRA / SIPC.


This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.