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Our Services

At DFC Investment & Retirement Strategies, we provide assistance in the following areas:

Comprehensive Financial Planning

  • Money Management
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • College Planning
  • 401 (k) Plans
  • Profit Sharing Plans

Investments and Strategies

  • SIMPLE IRA
  • SEP IRA
  • Roth IRA
  • 529 Education Plans
  • Mutual Funds
  • Private Money Managers
  • Variable Annuities
  • Brokerage Accounts

Insurance

  • Life
  • Long Term Care
  • Disability Income