Financial Planning

Conflict-Free Guidance For Achieving Your Goals

Whether your personal financial goals involve education planning, early retirement, golf, travel, starting a new business or rock climbing, you deserve exceptional service — technical expertise, yes, but also honest communication and the guarantee that your interests come first, free of any potential conflicts of interest.

At DKB, our Financial Planning Team provides comprehensive services that are fully independent and objective. We sell no financial or other products that could compromise our commitment to put clients’ needs first. Our CPAs and Personal Financial Specialist (PFS) professionals advocate for clients by listening well, communicating clearly and directly, and developing plans based on the best available range of investment options.

DKB welcomes the opportunity to coordinate closely with your other trusted advisors, developing strategies to control your expenses and taxes, addressing your needs and goals, and respecting your tolerance for risk.