Your Foundation

If you’re not clear on what you’re working toward—whether it’s growing your investments, lowering your tax burden, or boosting your income—chances are, you’ll end up chasing the wrong goals.
 

At DMI, we believe financial decisions should be made with intention. That’s why we start by helping you define what truly matters. Before we talk numbers, we focus on your values, your goals, and the legacy you want to build.

Income Planning

For many people, the most unsettling part of retirement is figuring out how to replace a steady paycheck. When the paychecks stop, the questions start: Where does my income come from now? When should I file for Social Security? Which account do I tap first?
 

We take the guesswork out of it. At DMI, we build a personalized retirement income strategy—complete with timelines, income sources, and clear answers—so you can move forward with confidence.

Investments

Once we’ve mapped out your income needs, it’s time to design the plan that funds your future.
 

At DMI, we don’t believe in cookie-cutter portfolios or one-size-fits-all strategies. Your investment plan is built just for you—designed to reflect your timeline, your goals, and your comfort with risk. Every decision we make is grounded in real conversations and long-term thinking.

Tax Planning

For many retirees, taxes quietly become one of the biggest expenses in retirement—and most don’t see it coming.
 

At DMI, we’re proactive about reducing your lifetime tax burden. Whether it’s through strategic Roth conversions or careful withdrawal planning, we build tax-smart strategies that help protect your nest egg and stretch your income further.

Estate Planning

Estate planning often falls to the bottom of the list—but we know how important it is to get it right.
 

We walk alongside you to help clarify your wishes and guide key decisions. When it’s time to formalize your plan, we partner with trusted estate attorneys to ensure your legacy is protected and passed on the way you intend.