DBF Wealth Management Group works with families who typically make $500,000, high-net-worth individuals, individuals preparing for retirement, and DIY investors who are ready to work on their financial future with someone. We use a four-step approach when building a relationship with each of our clients.
Introduction
We get to know our clients and let them get know the team. In this step, we learn about what the client is looking for, as well as their needs, goals, and wants.
Portfolio Review
We learn about where the client is currently with their finances and discuss strategies designed to help get them where they want to go.
Goal Formation
We will discuss the client’s goals for themselves and DBF Wealth Management Group.
Value Proposition
We explain to them the value of working with our team.
Our team meets with our clients on a quarterly bases, reviewing their accounts and discussing any changes that may be necessary.