Wealth Management
At Dahring | Cusmano and Associates, we treat every client as if they were the most important person in the world.
We work carefully to chart the way to help you achieve your financial dream. Whether you need a good investment strategy or assistance with your estate planning, we're here to help you reach your financial destiny.
Our passion is tactical strategies. We take pride in educating our clients on the risks and rewards of various tactical strategies. Today's equity markets are faced with tremendous uncertainties. Tactical strategies allow your investment portfolio to automatically adjust to the ever changing global economy. Our disciplined approach matches each client's individual investment goal to one or more tactical strategies to allow them to help meet their financial destiny.
FINDING A BALANCE
Dahring | Cusmano and Associates can help create a balanced portfolio, that is right for your risk tolerance from a wide range of financial products and services, including:
ESTATE PLANNING:
TAKING CARE OF WHAT MATTERS MOST
Whether your estate is worth thousands or millions, it is never too early to start planning to care for your loved ones after you are gone. The right plan helps to ensure that your future wishes are carried out while continuing to meet your current needs.
We create and implement an estate plan that:
- Helps to ensure that your assets are distributed the way you want
- Minimizes probate taxes and expenses
- Keeps up with changing laws and taxes
- Incorporates charitable giving goals
INSURANCE: PROTECTING WHAT YOU HAVE
Frequently, people have too much of one kind of insurance and not enough of another. Because our licensed agents work with an extensive list of insurance agencies, they have the independence and flexibility to provide what you really need. Should your needs or circumstances change, one call is all it takes to make a change to your policies.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
client.services@dca401k.com | (248) 348-0100