Products & Services
DGR Financial Group provides services and assistance in the following areas:
Advisory and Planning
- Investment Advisory Services*
- Fee-Based Planning*
- Comprehensive Financial Planning*
- Estate Planning
- Mananged Accounts*
- Retirement Planning - Accumulation and Distribution
Investments, and Bank Products
- Brokerage Accounts**
- Mutual Funds**
- CDs
- ETFs**
- Equity Indexed Annuities
- Immediate Annuities
- Variable Annuities**
- Fixed Annuities
- Tax Deferred Annuities (TDAs)
- Section 529 Plans**
- Coverdell IRA's (for education)
- Rollover IRAs
- Roth IRAs
- SEP IRAs
- SIMPLE IRAs
- Stretch IRAs
- Traditional IRA's
Insurance Planning
- General Review and Analysis of Current Plans
- Overall Risk Assessment
- Disability Income Planning
- Life Insurance Analysis
- Long Term Care Insurance
- Mortgage Life Insurance
- Medicare Supplement Plans
- Retirement Income Insurance
Employee Benefit Planning
- Group Health Insurance
- Group Life/STD/LTD/LTC/Vision and Dental Plans
- Section 125 Plans
- Business Plans: Key Person, Buy/Sell Agreements
- Executive Benefits Planning
- Deferred Compensation Plans
- 401(k) Plans
- 403(b) Plans
- 457 Plans
- Profit Sharing Plans
- Cash Balance Plans