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About DS Financial Strategies

At DS Financial Strategies, we work to try and help improve your financial position without impacting your current lifestyle unless you choose to. We know that you are unique, that you have your own goals, your own comfort level with risk, volatility and asset classes. It is our goal to help you understand the use of money and to create a customized financial plan to help get you toward your goals and maximizing the efficiency of your money.  Each client receives a custom financial and investment management plan geared towards their unique financial goals and objectives. We build these plans around life events such as retirement, wealth transfer, business succession planning, and asset protection. We focus on retirement income planning, investment management, and risk management.