Cross-Border Financial Planning
We work with individuals and families to craft a highly customized financial plan with well-defined goals following the guidelines set up by the Certified Financial Planning Board of Standards. Life is not static, nor is a financial plan. Through ongoing discussions and reviews, we will help you navigate the challenges and opportunities that life brings; keeping you on track toward your financial goals .
Financial Planning Services
- Investment Management
- Retirement Planning
- Education Planning
- Insurance Planning
- Trust & Estate Planning
Our Approach to Fees
Our services are rendered through a transparent fee structure. There are no lock-in periods or hidden fees. We view our relationship with you as a partnership and want you to understand how we work with you and for you. We offer hourly, project and flat fee financial planning services in addition to traditional asset based management fees.
Wealth Management with a Worldview
Our investment and wealth management strategy is focused on providing a diversified portfolio that caters to your unique needs. Individuals and families face challenges that require special attention and a worldview approach to wealth accumulation and preservation. We construct portfolios using low-cost and tax efficient investment products.
Once your customized portfolio is established, we ensure that your investments continue to be in line with your financial plan. We constantly monitor the investment environment and rebalance your portfolio as necessary.
Wealth Management Services Include:
- Wealth Preservation Strategies
- Income Strategies
- Portfolio Design
- Asset Allocation
- Multi-Generational Strategies
Wealth Preservation for Future Generations
As your wealth grows, your focus may change from wealth generation to wealth preservation for loved ones. DNM Advisory can provide tax-efficient solutions to help you achieve the proper balance of life, disability, or long-term care coverage to integrate with your estate plan. With proper planning you may preserve or create a legacy for generations to come.
Wealth Transfer Services
- Integrated Insurance & Estate Planning
- International Insurance Planning
- Reducing Taxes & Liabilities
- Transitioning Businesses & Family Wealth
- Preparing for Unexpected Death or Disability