Financial Services & Wealth Management News

retirement plan

January 3, 2019

Six Easy Steps to Keep Your Plan Assets Safe

Cyber fraud is a growing concern globally. Individuals are typically very careful to keep their bank account and email authentication information safe, but they aren’t always […]
December 26, 2018

December Employee of the Month: Amy Glenn

Please join us in congratulating Amy Glenn for being selected as December’s Employee of the Month.  Amy has been with DFG for 3 years as a […]
December 20, 2018

Financial New Year’s Resolutions You Can Set for 2019

Financial New Year’s Resolutions You Can Implement for 2019 As 2018 comes to a close, it is time to reflect on your goals for the upcoming […]
December 15, 2018
Business_Financial_Planning

Retirement Plan Check-Up

It’s important to conduct regular check-ups on your retirement plan to make sure you are on track to reach your retirement goals. Below are a few […]
December 5, 2018

Exchange Your Old Retirement Solutions for New Ones

What is an Exchange? An exchange is a turnkey solution for businesses that allows you to provide the benefit of a retirement plan while offloading some […]