Financial Planning: An Industry Revolution

While most people understand the importance of developing a financial plan, many lack the tools to do so.

“Our conviction has always been to be there for clients when they ask the question, 'Am I going to be alright?'”

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Steve Kohler, CFP®, CPFA™

Roundtable Chair

LifePlan 20/20® Financial Planning

We are the lens that brings simplicity, transparency and order to our individual and corporate clients’ lives.


Our roundtable of experts will address any or all of the following pillars in your plan:


Retirement Planning

  • Goals and Objectives

  • Cash Flow Projections

  • 401(k) Investment Options

  • Roth IRA Conversions

  • Social Security Planning


Charitable Planning

  • Gift Planning

  • Tax Saving Strategies

  • Donor Advised Funds

  • Charitable Trusts


Estate Planning

  • Wills, Trusts, and Powers of Attorney

  • Beneficiary Coordination and Asset Titlement

  • Tax Saving Strategies

  • Legacy Planning/Next Generation


Education Funding

  • 529 Plans

  • Savings Analysis

  • Budgeting

  • Financial Aid and Loan Analysis



Risk Management

  • Life Insurance

  • Disability Coverage

  • Long Term Care Planning

  • Property-Casualty Insurance

  • Health Insurance


Income Tax Planning

• Tax Reduction Strategies

• Tax Loss Harvesting
• Use of Appreciated Stock

• Intra-Family Transfers

• Tax Return Preparation


Our professional network

To provide additional support and to help you act on our recommendations – we have assembled a network of professionals that include attorneys, insurance professionals, accountants and private bankers, all with the same goal - to help you implement your financial plan successfully. 

• Estate and Trust Attorneys

• Accountants
• Private Bankers

• Philanthropic Advisors


• Life Insurance

• Property and Casualty Insurance
• Mortgage Brokers


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 Learn more about LifePlan 20/20® and our professional network 

 For more about DBR & CO Financial Planning, contact our Roundtable Chair, Steve Kohler, CFP®, CPFA™ to discuss a financial checkup for you and your family.