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DKS Financial Strategies

DKS Financial Strategies


DKS Financial Strategies' financial review

Employees

3


DKS Financial Strategies information

Finances can feel complicated, and at certain points in your life, completely overwhelming. As you grow a business, prepare for retirement, or navigate major life events, you need more than an experienced tax professional in your corner. At DKS Financial Strategies, we strive to be your complete advisor – from creating a financial plan and managing your investment portfolio to securing insurance p...
Finances can feel complicated, and at certain points in your life, completely overwhelming. As you grow a business, prepare for retirement, or navigate major life events, you need more than an experienced tax professional in your corner. At DKS Financial Strategies, we strive to be your complete advisor – from creating a financial plan and managing your investment portfolio to securing insurance policies and enhancing tax efficiency. Our depth of experience and broad financial knowledge can provide confidence as you trek through complex seasons, and you can count on us to proactively deliver smart solutions for your financial life.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency.Please visit www.avantaxwealthmanagement.com/social_policy for more information.

DKS Financial Strategies industries

Financial planning
Investment management
Insurance planning
Medicare consulting

DKS Financial Strategies' financial review

Employees

3

Employees

Client Service & Operations Specialist
Founder and Financial Advisor
Client Relationship Coordinator
EA, Financial Advisor, AHIP, RSSA
Chief Administrative Officer

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