| Investment Services |
| Through our affiliate firm, DBP Private Wealth Management, we provide independent, fee-based investment advice. DBP Private Wealth Management is a dedicated wealth management firm that provides investment services for our affluent clients. For clients still working on accumulating their wealth, we can assist in strategic planning to develop a financial and investment strategy aimed at meeting your long-term financial objectives. This process can be integrated with the resources of DBP Private Wealth Management. |
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| Tax Planning & Preparation |
| Clients expect proactive tax services. Part of this expectation can be met by developing tax strategies designed to minimize tax liablilites whether income tax or transfer tax (gift and estate). We have experienced tax professionals who maintain their their skills in such areas by actively participating in continuing professional education as well as collaborating with other experienced practitioners in the legal and tax community. We believe that these are important factors in helping clients meet their financial goals and grow their wealth. |
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| Estate Planning |
| Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We assist our clients in accomplishing personal objectives through estate planning, working closely with their legal counsel. Our Firm has developed a customized estate and succession planning documentation manual so that your financial affairs will be organized and orderly. This is a useful tool to communicate with your various professional advisers. More importantly, it provides a roadmap for your family if something should happen to you. |
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| Retirement Planning |
| One component of our financial planning process is the evaluation of your retirement goals and your ability to meet those goals. Our planning software allows us to project into the future using well-formed assumptions and estimate what your financial needs and resources will be throughout retirement. If potential deficits exist, we will assist you in determining appropriate actions to help reach your goals. |
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| Financial Planning |
| A properly structured financial plan enables you to bring clarity to your financial situation and helps provide a framework for making financial decisions. Through the financial planning process, we can help you assess your financial position and develop strategies to achieve your goals and strengthen your financial security. Financial planning encompasses a wide range of services. At Durbin Bennett Peterson, we first meet with you to gain an understanding of your overall financial picture, and then together determine what areas of focus are most appropriate for your circumstances. |
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