DMI's January Update

John & Jeremy's latest after an "exciting" 4th quarter. 

Stay tuned for what kind of car John would drive if gas were $.36 and

Jeremy's secret destructive personality.

DMI's November Update

Its the day before mid-term elections. Don't miss what's got Jeremy interested, and John telling us who DOESN'T like Amazon's free shipping!


“You've got Problems. We Have Solutions”

We are a comprehensive wealth management firm that specializes in helping individuals, families, and business owners achieve their financial goals and life dreams. We have experience guiding our clients through tough market conditions and important life events, and we are proud to be the trusted advisors to many families in the Sweetwater area.

We are excited by the opportunity to serve you and your family. Please contact us to set up a no-obligation consultation.

Jeremy Dodd, CFP®

CERTIFIED FINANCIAL PLANNER

John McPherson, CFP®

CERTIFIED FINANCIAL PLANNER

Education

Learn about a variety of topics.

Learn more

Client Bill of Rights

Every DMI Solutions client has important rights and responsibilities.

Learn more

Services

We offer a complete suite of services.

Learn more

Helpful Content

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.