DSquared Financial Group, PBC
A Public Benefit Corp.
About us
We are a disruptive team of diverse professionals specializing in various areas of financial services, with decades of experience and a world-class financial planning platform that we make available to our clients.
Moreover, 30% of our profits generated from the sale of Life Insurance and other financial services go towards supporting financial mentorship programs in underserved communities across the nation.
About You
Whether your goals include retirement planning, leaving a legacy behind for your family, or reducing taxes, we’ve got you covered. We are committed to helping you achieve the unique goals that are most important to YOU.
About Us
Simply put, we strive to be our client’s most trusted advisor. Our team has years of experience working with people who are ready to clarify, simplify, and organize their financial lives.
How We're Different
We think you should invest with a Trusted Partner, not a Fund or an App. Plenty of firms can sell you a product or help you make money, but far fewer aim to make your life goals a reality.
Creativity
Our Services
Financial Planning
Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. Financial planning is much more than just getting a percentage of probability for your success. Your plan should be actionable and have purpose. When you have purpose, you have direction.
While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. If you knew you were on track for your goals with a prudent investment plan, what would you do with that time and how would you feel? Perhaps less anxious? Maybe more productive in other aspects of your life; family, career, friends, or maybe travel?
Estate Planning
For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement and produces a lasting legacy even after they’ve passed. There are careful considerations to keep an eye on and careful planning will give you pride.
Retirement almost always comes down to three things; Income replacement, protecting your family, and your legacy. How do we replace your income check-in a tax-efficient manner without risking your running out of money? How do we protect your family in the best way possible to maintain continuity and safety? What does your legacy look like?
There are two top reasons you consider purchasing life insurance; you love someone or owe someone money. The selfless act to protect others from your loss can enhance your heirs’ future and protect legacies. From business succession planning to income replacement for loved ones, life insurance can be as important for continuity as saving and investing. As independent agents, we can search the marketplace for solutions that solve your needs best.
Annuities
Annuities can play a prudent role in risk transfer for financial planning with tax-deferred saving, retirement income planning and income protection in retirement. We believe these aspects are an essential element of your financial plan with or without an annuity. When reviewing if an annuity is appropriate for you, this process requires careful planning with detailed attention to the features and benefits offered to you. If appropriate, we can guide you towards appropriate solutions for you and your family’s goals as independent agents of numerous solutions as the marketplace changes.
We measure our success by how well our clients achieve their personal financial and life goals. Many people regard financial planning as complex and confusing. And few have the time to dig in and gain the expertise required. As a result, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets. This is where DSquared Financial can provide guidance and assistance. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and accumulating wealth.