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Individuals and Families

DS Financial Strategies works with Individuals and families to create self-completing life plans, accomplishing your life goals and accounting for life’s unexpected challenges.

At DS Financial Strategies our plans have a predictable outcome. We design our plans with a high degree of certainty, not a hope and wish.

At DS Financial Strategies our advisors have years of experience. Our staff also has many years of Wall Street experience as investment advisors as well as vetting wealth managers. Some of our services include:

  • Portfolio Management
  • Insurance Planning
  • Estate Planning
  • Asset Protection
  • College Planning
  • Eldercare Planning
  • Alternative Investment
  • Strategies

As an independent firm we are product agnostic and planning driven. We always have your best interest at heart and have adopted a very specific standard of care. AS part of our standard of care we have adopted of Code of Ethics consisting of 7 core principles. They are;

  • Integrity
  • Objectivity
  • Competence
  • Fairness
  • Confidentiality
  • Professionalism
  • Diligence

All of our client are entitled to receive this standard of care per our Code of Ethics.