Will you have enough moneyto last in retirement?

MEET YOUR COMPREHENSIVE FINANCIAL PLANNING TEAM

From life insurance and annuities to investments and long-term care, we use a wide range of tools to design a financial plan that meets your unique needs.

Meet the professionals that can help you utilize these tools so you can pursue your retirement goals:

Jonathan Marshall

Jonathan Marshall, CRPC®, CLTC, CExP, CTBA

Wealth Advisor & President

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Brendon Rowan

Brendon Rowan, CTBA

Investment Adviser Representative | Plan Coordinator

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David Kovalenko

David Kovalenko, CTBA

Investment Adviser Representative | Chief Compliance Officer

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Dakota Rowan

Dakota Rowan, CTBA

Agent | Life & Health Licensed

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Durran Alexander

Durran Alexander, CTBA

Agent | Life & Health Licensed

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Melisa Wafford

Melisa Wafford

Administrative Coordinator

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Strategies we use at DG Advisors

We offer personalized financial plans which may include one or all of the following strategies:

Life insurance & Annuities

We have access to a large number of insurance companies and can identify the best insurance solution to preserve and protect your hard-earned assets.

Tax Strategies

Now more than ever, it’s crucial to understand the short-term and long-term affect that taxes could have on your retirement plan. We take a proactive approach to taxes, helping you maximize your retirement income by identifying ways to potentially reduce taxes for you and your estate.

Estate Planning

Preparation is the key to ensuring your assets are distributed according to your wishes when it’s time. We help you transfer wealth to your beneficiaries efficiently and effectively with an in-depth, proactive estate plan.

Supplements

Who will provide care for you in your older years – and how will you pay for it? We help you identify your potential need for health care coverage and find the best options to make sure you receive the care you need in your later years.

Schedule a free insurance Consultation

Please contact Helen or Lindsay at (941) 584-3320 to schedule a free insurance consultation today or request a visit below.

Request a Visit