FINANCIAL PLANNING

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?'”

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.

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

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Retirement Planning

  • Goals and Objectives

  • Cash Flow Projections

  • 401(k) Investment Options

  • Roth IRA Conversions

  • Social Security Planning

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Charitable Planning

  • Gift Planning

  • Tax Saving Strategies

  • Donor Advised Funds

  • Charitable Trusts

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Estate Planning

  • Wills, Trusts, and Powers of Attorney

  • Beneficiary Coordination and Asset Titlement

  • Tax Saving Strategies

  • Legacy Planning/Next Generation

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Education Funding

  • 529 Plans

  • Savings Analysis

  • Budgeting

  • Financial Aid and Loan Analysis

 

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Risk Management

  • Life Insurance

  • Disability Coverage

  • Long Term Care Planning

  • Property-Casualty Insurance

  • Health Insurance

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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

 

 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.