Planning to Meet a Lifetime of Financial Goals

So many of life's most important goals require money . . . often lots of it. But building wealth requires more than just saving money. We also need to ensure that our savings grow as much as possible, without taking on unacceptable risk. And that’s why we invest. A wise course of investing can help our funds grow, putting us within striking distance of meeting our goals. A plan that helps you fund these important goals will need to balance your long-term objectives, risk tolerance, and a host of other factors.

That's where we can help. Whether you're just getting started out in life, planning for a child's college education, starting a new business, taking a once-in-a-lifetime vacation, or looking for ways to fund your retirement lifestyle, we've got the planning experience to help you achieve your most cherished goals for yourself and your loved ones. We can also help with estate planning strategies.

No matter where you are in life, we're here to help with a broad spectrum of products and strategies. Our goal is to be with you for as long as you need us, ensuring that your financial strategy keeps pace with your ever-changing circumstances, needs, and goals.

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See How We Can Help No Matter Where You Are in Life

The Benefits of Independence

When you’re looking for a solution to your financial goals, you want to know your advisor is giving you the best possible recommendation available and isn't confined to their employer's selection. But advisors employed by the big brand-name brokerage firms may be limited to their firm's roster of products, some of which may be created and promoted by the firm itself.

Instead, our independent advisors work for no one but you. They aren't limited to their employer's line-up of promoted products. Rather, they have the freedom to choose from among the best products and companies available to create a strategy that meets your goals and objectives. They can even offer you alt investments, if that's your preference.

When it comes to the freedom to customize approaches to meet your needs, independence wins again. One way the big brokerage firms are cutting costs is by reducing customization and focusing on providing cookie-cutter approaches that may not work for you as well as a more tailor-made strategy. Our advisors face no such constraints, but rather work with you to create the strategy that serves you best.

Finally, the big firms are focusing more and more on high net-worth clients, leaving smaller clients out in the cold. Our independent advisors are under no such constraints. We encourage our advisors to provide the best possible solutions for clients ranging from young investors just getting started on their financial goals to retirees looking for ways to make their retirement funds last, and everyone in between.


Helping You Build Wealth with In-house Money Management

When it comes to your hard-earned money and your investment portfolio, you deserve answers to your questions. But just try to reach the person making the big decisions about how, where and why your money is being invested at the largest national firms.

That's not the case at DMK Advisor Group. Our in-house money manager is a phone call or email away whenever you have questions about strategies, outlooks, trends, and other aspects of the financial markets and how they may impact your investing strategy.

With over 45 years of experience in the financial services arena, our Chief Investment Officer, Hal Schwartz, has helped thousands of clients grow their wealth, and today he manages over $100 million in client assets. During his more than four decades in the financial services industry, he has held leadership positions for some of Wall Street’s leading firms. He has been recognized by such top firms as Fidelity, Top of the Table Member of the Million Dollar Round Table, E. F. Hutton, and Shearson Lehman.*

His approach to helping you build and preserve your wealth is to tailor a strategy best suited to your goals, needs, and investment personality. Of course, past performance is no guarantee of future performance. But the best way to find out if working with Hal Schwartz may be right for you, contact our main office today at 800.983.4448.

The Flexibility to Work With the Money Manager of Your Choice

Of course, just because we have our own in-house money manager doesn't mean you're required to use him. We frequently work seemlessly with third-party money managers as well. Our ultimate goal is to provide you with whatever support you need to achieve your financial goals.

*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Planning for Life's Big Adventures

You can't get where you want to go in life without a plan. Whether your goals are short-term or stretch out for decades, we can help you attain your goals both small and major with expert planning and products. Just some of the goals we can help you achieve:

    Retirement Planning
    Saving for Emergencies
    College savings
    Building a legacy for loved ones
Download our factsheet, "Wealth Building."

Helping Children Benefit from Higher Education

In today's complex, technologically dependent world, a higher education is more important than ever before. In fact, it has the equivalent today of a high school diploma to our parents' and grandparents' generations.

At the same time that a four-year degree has become even more essential to success, that higher education has become even more costly. It's not uncommon for college students -- and their parents -- to spend upwards of $40,000 per year toward earning a college diploma. We can help take the sting out of financing that education with a wealth of planning solutions. So call us today to learn more. But first, check out this short video to see just how valuable a college education is.

Building a Business, Passing It On

Building a successful business is only half the battle. Retaining the loyalty of your top performers and planning for the day when you’re no longer at the helm are just as important. We can help with business planning tailored to your needs.

Top performers expect a competitive benefits package. But how do you offer them the benefits they want without turning your bottom line red? Talk to us about:

  • Group health insurance
  • Group life insurance
  • Group retirement planning
  • Group 401(k) plans
  • Roth and traditional IRAs
  • Download our brochure on Business Planning.
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