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Financial Planning

The cornerstone of our financial planning process is gaining a deep understanding of your specific goals to secure a prosperous financial future. From there, we construct a tailored financial roadmap. We consider this plan a living document that we can adjust and modify as needed, giving you the best odds of achieving financial independence.

Products and Services

DCH Wealth Management advisors specialize in developing financial plans specific to the needs of you and your family. Your advisor will meet with you regularly to track and monitor the progress towards your goals. With your interests in mind, we build rewarding financial solutions with our extensive product and service options.

  • Retirement Income Planning
  • Estate Planning
  • Education Planning
  • Comprehensive Financial Planning
  • Employee Benefits Planning
  • Asset Allocation and Portfolio Strategy
  • Executive Compensation Planning
  • Trust Services
  • Family Office Services
  • Exchange Traded Funds (ETF's)
  • Mutual Funds
  • Common Stocks
  • Preferred Stocks
  • Bonds
  • Government Securities
  • Real estate Investment Trusts (REITS)
  • Unit Investment Trusts
  • Annuities
  • Discretionary Portfolios / Models
  • Separate Account Managers
 Account Types
  • Individual/Joint Accounts
  • Trust Accounts
  • Traditional IRA
  • Rollover IRA
  • Roth IRA
  • Simple IRA
  • 401(k) / 403(b) Plans
  • Money Purchase Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Insurance Planning
 Banking Services

Sound like something you want?

Start Planning Now

Check the background of this advisor on FINRA’s BrokerCheck.