DSK Financial Services is an independent agency that focuses on insurance, retirement, education and estate planning, and risk management. With over 35 years of experience in the financial services field, we are very familiar with the needs and goals of our clients; the young family just starting out, parents planning for college, individuals planning for or nearing retirement and the small business owner with their future in front of them.
When you work with us, we assist you in reviewing, creating and accomplishing your personal financial goals. You will use us as a financial resource to receive answers to your questions. We will provide expertise and the opportunity to receive a greater understanding in the areas where you lack experience and confidence. We provide expertise in associating with Insurance Agents, Business Advisers, CPA’s, Estate Planning Professionals and Investment Advisers. Thus giving our clients the resources necessary to achieve their goals, and move forward with confidence.
Our objective is to help you answer your financial questions. We work closely with you to create and implement a strategy that will organize all of your assets and put them to work for you; as well as protect and preserve your greatest asset. You, Your Family, Your Business.
My mission is to provide objective and timely financial advice and guidance – with the highest level of professional service – in building and preserving wealth for my clients. My goal is to work with my clients to understand how they can live their best life possible given the resources they have today and the dreams they have for tomorrow.
I am dedicated to putting your needs first – which means not only looking at your investment portfolio with a fresh perspective, but also keeping your investments in stride with the rest of your life. Whether you are planning your retirement, saving for your children’s or grand-children’s education, or looking to preserve your wealth, I can help.