FREQUENTLY ASKED QUESTIONS

Why do I need a financial plan?

You need a plan to reach your financial goals. The four pillars; Tax Planning, Asset Protection, Estate Planning, and an Investment Strategy, will help establish your goals. At D.R. Financial Group, we believe the only way to bring these four pillars together is with a team approach.

 

Why do I need a financial team?

You need financial experts, CPAs, and Attorneys, collaborating to reach your financial goals. What sets D.R. Financial Group apart is our team of experts working together, each bringing their individual expertise to help reach your goals and dreams.

 

Is there a fee for a consultation with D.R. Financial Group?

No, there is not a fee for your initial consultation with one of our professionals.

 

Why should I use D.R. Financial Group’s strategy?

Our unique team approach of financial experts, CPAs, and Attorneys together has given proven success to our clients.