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Products & Services
At DFG Wealth Advisors we provide assistance in the following areas:

INVESTMENT ADVISORY & MANAGEMENT SERVICES
  • Active Asset Allocation Program
  • Assess Financial Goals
  • Determine Risk Tolerance
  • Define Investment Goals
  • Design Goal-Achieving Timelines
FINANCIAL PLANNING
  • Retirement
  • Education
  • Budget
  • Debt Reduction
  • Personal Financial Statement
  • Business Pension Plans
TAX PLANNING & PREPARATION FOR OUR CLIENTS
  • Individual Tax Preparation and Planning
  • Income, Gift and Estate Tax Returns
  • Tax Saving Recommendations
INSURANCE PLANNING
  • Health
  • Life
  • Disability
  • Long-term Care
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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.