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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
  • Due Date Approaches for 2018 Federal Income Tax Returns
    Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting your hands on a
  • Quiz: How Much Have You Thought About Health and Health-Care Costs in Retirement?
    When planning for retirement, it's important to consider a wide variety of factors. One of the most important is health and its associated costs.
  • Four Reasons Your Parents Might Be in Financial Trouble
    As your parents age, they will probably need more help from you. But it may be difficult to provide the help they need, especially if they're
  • How can I get a tax break for child care?
    More than 60% of children under age six in the United States have two parents in the workforce. 1Many of these working parents must spend a burdensome share
  • How much does child care really cost?
    Typical child-care fees vary widely by state, as do other living costs. But in all regions, the average annual cost of center-based care for one infant now exceeds the
    
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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.