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

*Products & services offered through ONIMCO.

 

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

**Products & services offered through ONESCO.

 

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

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck