2020 Halftime Report

2020 Halftime Report SPANISH

Black Swan Events

Emergency Funds

“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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Living Trusts

A living trust is created while you are alive and funded with the assets you choose to transfer into it. The trustee (typically, you) has full power to manage these assets. But using a trust involves a complex set of tax rules and regulations. Before moving forward with a trust, consider working  with a professional  who is familiar  with the rules and regulations.

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Helpful Content

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.