Black Swan Events

Emergency Funds

2020 State of the Markets Webcast

2020 El Estado de los Mercados (The State of the Markets SPANISH)

“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.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Education

Learn about a variety of topics.

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Client Bill of Rights

Every DMI Solutions client has important rights and responsibilities.

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Services

We offer a complete suite of services.

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Helpful Content

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.

Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.