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

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Helpful Content

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

New Trends Redefine Travel

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.