dpsadvisors

Breaking Up with Bad Financial Relationships: Red Flags and Fear of Change

Why Big Box Advisors Fall Short: The Importance of a Real Financial Plan

We talk about an incredible discovery when a client realized he had a forgotten 401(k) account from a job he held 25 years ago with $336,000 sitting in it. After consolidating his accounts from his old firm into ours, we managed to double his account value in just one day. The client was so amazed that he joked about coming back to see if we could find another half million dollars tomorrow.