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