DFG ADVISORS: BUSINESS LEGACY PLANNING MADE EASY WITH DFG ADVISORS

MEMBER NEWSLETTER

ASSOCIATE MEMBER HIGHLIGHT | DFG Advisors BUSINESS LEGACY PLANNING MADE EASY WITH DFG ADVISORS

The expertise of a trusted financial advisor is beneficial to anyone facing big life decisions, but their advice becomes an especially helpful resource for business owners. Enter DFG Advisors, a financial solutions partner that helps owners work on their business, since they are often focused on the day-to-day operations, as well as strategically plan for the future.

The DFG team is housed in six locations throughout the Pacific states, and boasts a collaboration of some of the best minds in financial, tax and legal strategy. From the effectiveness of a client’s corporate structure to cash flow analysis, risk management and everything in between, they can help identify concerns, gaps and opportunities within a business’ overall strategy and develop solutions that fit their unique needs and goals.

“We help a lot of the membership transition or come up with a game plan on how to enhance or improve their finances, as well consider an exit planning strategy,” said Chris Brunell, retirement income specialist at DFG Advisors. “One of the trends we’re seeing within the construction industry is not only a general lack of planning, but also that ownership is aging and the younger generation isn’t stepping up to take over the planning. Whether we work with these firms or not, there’s a real need for an educational component on what happens next and how to succeed, from both a business and personal standpoint.”