Our Services
OUR SERVICES
Professional Money Management, Tailored To You
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Don’t put all your nest eggs in one basket. You’ve got plans — a lot of them. Wouldn’t it be more fun to focus on your dreams and newfound freedoms in retirement, instead of constantly worrying about what the market is doing?Investment & Risk Management -
You are looking to prepare for retirement by putting your hard-earned savings to work for you. Our team at D1 Financial will partner with you, working together to create a comprehensive, personalized financial plan that will tackle your goals and help you achieve financial peace of mind.Income Planning -
Your employer-sponsored retirement plan is one of the most powerful tools for building long-term wealth - but only if it’s working efficiently for you. Many people assume that once their contributions are set up, their investments are automatically managed.Employer Plan Services -
Leaving your money behind with a former employer is rarely in your best interest. Old 401(k)s are often neglected, misallocated, or simply forgotten, which can lead to missed growth opportunities and unnecessary risk.401K Rollover & Asset Consolidation Services -
Believe it or not, you have an estate. In fact, nearly everyone does. Your estate is comprised of everything you own: your car, home, any other real estate or business interests, checking and savings accounts, investments, life insurance and even your furniture and personal possessions. No matter how large or how modest, everyone has an estate and none of us can take it with us when we die.Estate Planning
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For many investors, taxes are the silent threat to their financial future. While pre-tax retirement accounts have long been the default choice, many Americans are now overloaded in pre-tax positioning, meaning that a significant portion of their wealth will be fully taxable later.Tax Mitigation -
At Decision 1 Financial, we believe financial education is more than just numbers - it’s about confidence, security, and peace of mind. Financial literacy has a direct connection to your overall wellness, and for many households, financial stress is a leading cause of anxiety.Financial Literacy Education -
The day you retire is the beginning of the journey. This is where financial planning becomes the most important because the ultimate goal is not just to get to retirement, it is to live comfortably through retirement. Unfortunately, most financial plans that fail, fail during retirement. That’s why it is paramount to rely on advice from a fiduciary who specializes in the needs of those who are near to or already enjoying retirement.Retirement Strategies -
Are you ready to purchase or refinance a home? We know our way around the block when it comes to home loans. With various loan programs for every stage of your life, we make the mortgage process secure, simple and affordable.Mortgage Services -
You have worked hard for a comfortable retirement. If the cost of living is getting in the way, a federally insured reverse mortgage can serve as an effective financial solution. This can be another powerful income planning tool in your retirement portfolio. Accessing the equity in your home can also extend the life of other retirement savings.Reverse Mortgages
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