We are a comprehensive, independent financial planning firm with 20+ years of industry experience, helping clients achieve their goals and dreams. Our Services include: • Retirement and income planning • Estate planning • Insurance review and planning • Investment Management Our holistic planning approach is focused on what is most important to our clients, their goals, their hopes and dreams. With key partnerships we can address almost any question or concern you have with access to a large universe of solutions designed to meet our client’s needs. Investment Advisory Services offered through TownSquare Capital, LLC, an SEC registered investment advisor. Securities offered through DFPG Investments, LLC, Member FINRA(www.finra.org)/SIPC(www.sipc.org). All named entities are unaffiliated. Social Media Disclosures: http://www.dfpg.com/social-media/